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.
Diego Lopez
Max Paez
Mayle Labrador
Blanca Guerra
Ashley Correa
Daniel Nuñez
Osvaldo Torres
Adrianna Charry
Dina Perdomo Mejia
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.
Jacqueline Albo
Juan Guzman Rojas
Janet Salgado
Gabriela Morales
Mateo Alzate
Melissa Sanchez
Benny Rodriguez
Giovanni Jimenez
Mercy Velasco
Luis Del Rio
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
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