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®, 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
Wealth Planner
Charles “Chad” NeSmith, CFA, CFP®
Portfolio Analyst
Margaret “Peggy” Curtis, FPQP™
Client Service Specialist and Planning Associate
Alex Nichols
Wealth Planner
Edgar Collado
Chief Financial Officer & Chief Operating Officer
Maria Hernandez
Tax & Operations Analyst
Lily Sanchez
Receptionist and Administrative Assistant
Monica Serrano
Client Service Specialist
Petra Jurova
Marketing Associate
Melanie Leal Ramirez
Client Service Specialist