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 Financial Advisor

Matthew D. Saneholtz
CFA, CFP®, EA

President and Senior Financial Advisor

Yesenia Ramirez, CFP®

Financial Advisor

Portrait of Aaron outside

Aaron Krasney

Associate Financial Advisor

Edgar Collado

Chief Financial Officer & Chief Operating Officer

Margaret “Peggy” Curtis, FPQP

Client Account Administrator

Marnie Bourne

Operations Associate

Aimee Singh

Administrative Assistant