Meet Our Team

 

Founder
CERTIFIED FINANCIAL PLANNER

Relationship Manager

CERTIFIED FINANCIAL PLANNER
 

Data Manager

JENNIFER HUNT
Executive Assistant

IVETH BONILLA
Tax Accountant

Accountant

 

 

 

 

 

 

 

   
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck