Allow us to introduce our experienced, friendly advisors and staff. We are ready to assist you with all your financial planning endeavors.
Benjamin Tobias
CFP®, CPA/PFS
Founder
Marianela Collado
CPA/PFS, CFP®
CEO and Senior Financial Advisor
Matthew D. Saneholtz
CFA, CFP®, EA
President and Senior Financial Advisor
Catalina Franco-Cicero, MS, CFP®
Financial Advisor
Yesenia Ramirez, CFP®
Financial Advisor
Edzai Chimedza
Associate Financial Advisor
Ryan Pakzad
Portfolio Analyst
Edgar Collado
Chief Financial Officer & Chief Operating Officer
Monica Serrano
Client Service Specialist
Flora Thomas
Tax Specialist
Andrea Saneholtz
Marketing Associate
Margaret “Peggy” Curtis, FPQP™
Client Account Administrator
Marnie Bourne
Operations Associate
