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

Marianela Collado

CEO and Senior Financial Advisor

Matthew D. Saneholtz

President and Senior Financial Advisor

Yesenia Ramirez, CFP®

Financial Advisor

Edzai Chimedza

Associate Financial Advisor

Kyle Mitchell

Associate Financial Advisor

Ryan Pakzad

Portfolio Analyst

Edgar Collado

Chief Financial Officer & Chief Operating Officer

Margaret “Peggy” Curtis, FPQP

Client Account Administrator

Marnie Bourne

Operations Associate

Mary Morell

Administrative Assistant