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 Wealth Advisor

Matthew D. Saneholtz CFA, CFP®, EA

President and Senior Wealth Advisor

Yesenia Ramirez, CFP®

Wealth Advisor

Edzai Chimedza, CFP®

Wealth Planner

Franklin Gay, CFP®, EA 

Wealth Planner

Edgar Collado

Chief Financial Officer & Chief Operating Officer

Monica Serrano

Client Service Specialist

Andrea Saneholtz

Marketing Associate

Margaret “Peggy” Curtis, FPQP

Client Service Specialist and Planning Associate

Lily Sanchez

Receptionist and Administrative Assistant

Headshot of Ramesh Narine

Ramesh Narine

Operations Associate

Benjamin Tobias CPA/PFS, CFP®

Founder (Retired)