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

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

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