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

Ashley Stryczny

Client Service Specialist

Thalia Durand

Client Service Specialist

Marvin Claude

Client Service Specialist