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
Daniel Nuñez
Osvaldo Torres
Jacqueline Albo
Gerardo Palacios
Leonardo Guillen
Adrianna Charry
Dina Perdomo Mejia
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
Gabriela Morales
Giovanni Jimenez
Benny Rodriguez
Luis Del Rio
Annabel Haigh
Gino Chaviano
Janet Salgado
Melissa Sanchez
Alex Gonzalez
Inirida Cervantes
Jocelin Araya
Mercy Velasco
Eduardo Andino
Esther Perez
Froit Ogando
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
Marketing
Our Marketing team coordinates 100+ events per year for prospective and existing clients while managing the firm’s online presence.
Brian Corey
Sydney Burnett
Richard Begley
Christine Senke
Yanell Ordonez
Julia Koelble
Ely Marrero
Nancy Velez
Wadi Cure
Bryan Rodriguez
Nancy Maldonado
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
