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
Giovanni Jimenez
Gerardo Palacios
Leonardo Guillen
Mayle Labrador
Jacqueline Albo
Alex Gonzalez
Dina Perdomo Mejia
Eduardo Andino
Mateo “Matthew” Lopez
Lukas Olivares
Adrianna Charry
Bradley Garcia
Ashay Guzman
Operations
Our Operations team optimizes day-to-day procedures between departments while promoting client relationships.
Magda Villa
Vanessa Torres
Piedad Barros
Larissa De Lima
Glenys Bacha
Melissa Mills
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 Pena
Luis Del Rio
Andrew Duran
Brian Zanetti
Melissa Sanchez
Janet Salgado
Mercy Velasco
Blanca Guerra
Inirida Cervantes
Froit Ogando
New Relations
Our New Relations team helps prospective clients to determine the right fit and manages initial appointments.
Stefanni Nelson
Yoseline Cortes
David Mendez
Jonathan Guerrero
Esther Perez
Karell Lopez
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
Wadi Cure
Julia Koelble
Bryan Rodriguez
Alejandro Alvarez
Carolina Gonzalez
Paula Ferrer
Susan Martinez
Julie Munoz
Estate, Tax and Real Estate Team
Our Estate, Tax and Real Estate team is comprised of specialized staff in their area of expertise.
Anthony Dieguez, ESQ
Daniel Guarin, ETA, CTC, MST
Bryan Acosta
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
Strategic Relationships
As part of our commitment to offering comprehensive financial services, we have engaged with AE Wealth Management, an SEC Registered Investment Advisory (RIA) firm based in Topeka, Kansas. Founded in 2016, AE Wealth Management supports independent financial advisors like us with a dedicated team of more than 140 professionals specializing in operations, compliance, investment management and coaching. AE Wealth Management manages over $50 billion in assets under management (AUM) as of May 2026.
AE Wealth Management serves as a turnkey asset management platform, providing resources and support for delivering investment advisory services. By collaborating with AE Wealth, we are able to access a diverse range of products and services from industry professionals designed to help address the complexities of today’s financial landscape. This relationship enhances the strategies and guidance we can offer as we work together toward your financial goals.
Click to learn more about AE Wealth Management and how they help us support our clients.
AE Wealth Management, LLC (AEWM) is an SEC Registered Investment Adviser (RIA) located in Topeka, Kansas. Registration does not denote any level of skill or qualification. Guerra Wealth Advisors is not an affiliate company of AE Wealth Management, LLC. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
This information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. None of the information contained herein shall constitute an offer to sell or solicit any offer to buy a security or insurance product.