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®, CDS®
CEO and Senior Wealth Advisor
Matthew D. Saneholtz, CFA, CFP®, EA
President and Senior Wealth Advisor
Catalina Franco-Cicero, MS, CFP®, CTS™
Wealth Advisor
Yesenia Realejo, CFP®
Wealth Advisor
Edzai Chimedza, CFP®
Wealth Advisor
Franklin Gay, CFP®, EA
Wealth Advisor
Lonnie Sluchak, CPA
Director of Tax Services
Christopher Brooks, CFP®
Wealth Planner
Charles “Chad” NeSmith, CFA, CFP®
Portfolio Analyst
Margaret “Peggy” Curtis, FPQP®
Financial Planning Associate
Alex Nichols
Wealth Planner
Edgar Collado, CEPA®
Chief Financial Officer & Chief Operating Officer
Maria Hernandez
Tax & Operations Analyst
Lily Sanchez
Receptionist and Administrative Assistant
Petra Jurova, FPQP®
Marketing Associate
Melanie Leal Ramirez
Client Service Manager
Michael Tibbits
Operations Associate
Erika Roldan
Client Service Intern
Ashley Stryczny
Client Service Specialist
Thalia Durand
Client Service Specialist
Marvin Claude
Client Service Specialist