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

Marianela Collado

CEO and Senior Financial Advisor

Matthew D. Saneholtz

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

Deanna Sachs

Client Account Administrator

Marie Bourne

Operations Associate

Aimee Singh

Administrative Assistant