Allow us to introduce our experienced, friendly advisors and staff. We are ready to assist you with all your financial planning endeavors.

Marianela Collado
CPA/PFS, CFP®

CEO and Senior Financial Advisor

Matthew D. Saneholtz
CFA, CFP®, EA

President and Senior Financial Advisor

Yesenia Ramirez, CFP®

Financial Advisor

Edzai Chimedza

Associate Financial Advisor

Ryan Pakzad

Portfolio Analyst

Edgar Collado

Chief Financial Officer & Chief Operating Officer

Monica Serrano

Client Service Specialist

Flora Thomas

Tax Specialist

Andrea Saneholtz

Marketing Associate

Margaret “Peggy” Curtis, FPQP

Client Account Administrator

Marnie Bourne

Operations Associate

Lily Sanchez

Receptionist and Administrative Assistant