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
Catalina Franco-Cicero, MS, CFP®
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
Chad NeSmith
Portfolio Analyst
Monica Serrano
Client Service Specialist
Helen Burzo
Client Service Specialist
Andrea Saneholtz
Marketing Associate
Margaret “Peggy” Curtis, FPQP™
Client Service Specialist and Planning Associate
Lily Sanchez
Receptionist and Administrative Assistant
Benjamin Tobias CPA/PFS, CFP®
Founder (Retired)