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Maria Elena Lagomasino
CEO and Managing Partner
Cfp® Rocio Ortega
Partner
Joseph Kellogg
Head of Wealth Planning
Santiago Ulloa
Founder & Managing Partner
Matt Farrell Caia
Senior Investment Manager
+ 5 more
April, 2014 - present
Partner at Lucas, Horsfall, Murphy & Pindroh, LLP
Partner at The Bolton Group