Get To Know Our Team
A multi-generational commitment to your family's legacy

TRANSPARENCY. INTEGRITY. COMMITMENT. When you work with us, you’re part of our family.
Our team is driven by work that matters and motivated to make a difference in the lives of the families we serve.
Partners
The Guerra family, our managing partners, maintains client relationships and oversees the company.
Wealth Management
Our Wealth Management team is designed to ensure your plan is meeting your goals and to schedule your financial reviews for allocations, withdraws, transactions and change of ownership or beneficiaries.

Max Paez

Mayle Labrador

Blanca Guerra

Jacqueline Albo

Juan Guzman Rojas

Mateo Alzate

Osvaldo Torres

Adrianna Charry

Gerardo Palacios

Leonardo Guillen
New Business
Our New Business team is designed to help you throughout the Freedom Planning process, from executing your advisor’s recommendations to ensuring the plan is established properly to helping schedule your 1-on-1 onboarding meetings.

Diego Lopez

Daniel Nuñez

Janet Salgado

Gabriela Morales

Melissa Sanchez

Benny Rodriguez

Giovanni Jimenez

Mercy Velasco

Luis Del Rio

Dina Perdomo Mejia

Alex Gonzalez

Jocelin Araya

Inirida Cervantes

Annabel Haigh

Gino Chaviano

Johanna Perez

Eduardo Andino

Froit Ogando

Esther Perez
Marketing
Our Marketing team coordinates 100+ events per year for prospective and existing clients while managing the firm’s online presence.

Brian Corey

Ely Marrero

Sydney Burnett

Nancy Maldonado

Yanell Ordonez

Julia Koelble

Bryan Rodriguez

Richard Begley

Nancy Velez

Christine Senke
What Our Employees Say About Us
Being employed here has really improved my state of mind. The service and value that this company gives their clients is unmatched and unbelievable. I’m grateful to be a part of a team that goes above and beyond for their clients!”
– Jimmy Cardentey, Wealth Strategist
