George L. Perez

Principal

Gui Socarras

Founding Principal

Krysta Dos Santos

Head, Financial Planning

Claire Rogan

Principal

Jennifer Tamayo

Chief Compliance Officer

Amanda Garcia

Client Service Manager

Janette Rodriguez

Senior Associate

Yira Estevez

Senior Associate

Eduardo J. Borberg Mendoza

Managing Director, Senior Wealth Manager

James Kerr

Director of Information Technology

Gus Polidor Jr

Client Relationship Manager

Melanie Morgan

Senior Wealth Advisor