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®
Wealth Advisor
Yesenia Ramirez, CFP®
Wealth Advisor
Edzai Chimedza, CFP®
Wealth Planner
Franklin Gay, CFP®, EA
Wealth Planner
Christopher Brooks
Wealth Planner
Robert Ryan Goldsmith, CFA
Wealth Planner
Charles “Chad” NeSmith, CFA, CFP®
Portfolio Analyst
Margaret “Peggy” Curtis, FPQP™
Client Service Specialist and Planning Associate
Alex Nichols
Planning Associate
Edgar Collado
Chief Financial Officer & Chief Operating Officer
Maria Hernandez
Tax & Operations Analyst
Ramesh Narine
Operations Associate
Andrea Saneholtz
Marketing Associate
Lily Sanchez
Receptionist and Administrative Assistant
Monica Serrano
Client Service Specialist
