Allow us to introduce our experienced, friendly advisors and staff. We are ready to assist you with all your financial planning endeavors.

Benjamin Tobias
CFP®, CPA/PFS, CIMA®, AIF®

Founder and Senior Wealth Advisor

Marianela Collado
CPA/PFS, CFP®

Senior Financial Advisor

Matthew D. Saneholtz
CFA, CFP®, EA

Senior Financial Advisor

Molly Burton, CFP®

Financial Advisor

Jeff Realejo

Associate Financial Advisor

Yesenia Ramirez

Associate Financial Advisor

Margaret “Peggy” Curtis

Client Account Administrator

Deanna Sachs

Client Account Administrator