Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Director of Operations
Scott Storick
Managing Sales Director
Brendon Walsh
Managing Director
Ignacio Gonzalez
Managing Director
Eduardo Briones Moch
Managing Associate
Scott L. Rosen, LUTCF
Brokerage Director
Virginia Kastanas
New Business Director
Daiyaan Wali
Director of New Business
Brooke Liebman
Talent Acquisition Director
Rachael Pecaro
Operations Specialist
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Over 100 + professionals including Advisors, Insurance Brokers, and Partners have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.