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 Advisors
Our licensed Fiduciary Advisors establish client meetings with the New Business and Client Services teams in order to conduct portfolio construction, analysis and strategy.
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
Bradley Garcia
Leonardo Guillen
Operations
Our Operations team optimizes day-to-day procedures between departments while promoting client relationships.
Magda Villa
Piedad Barros
Larissa De Lima
Glenys Bacha
Melissa Mills
Shirley Jaramillo
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
Gerardo Palacios
Gino Chaviano
Johanna Perez
Eduardo Andino
Froit Ogando
Esther Perez
New Relations
Our New Relations team helps prospective clients to determine the right fit and manages initial appointments.
Stefanni Cavero
Yoseline Cortes
Giovanni Pena
David Mendez
Brock Mahannah
Reinier Fuentes
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
Kassandra Ocampo
Bryan Rodriguez
Richard Begley
Nancy Velez
Christine Senke
Estate, Tax and Real Estate Team
Our Estate, Tax and Real Estate team is comprised of specialized staff in their area of expertise.
Bryan Acosta
Daniel Guarin, ETA, CTC, MST
Anthony Dieguez, ESQ
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
