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

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

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