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.
Mayle Labrador
Blanca Guerra
Ashley Correa
Daniel Nuñez
Sebastian Coral
Adrianna Charry
Diego Lopez
Alexandra Cruz
Osvaldo Torres
Operations
Our Operations team optimizes day-to-day procedures between departments while promoting client relationships.
Juliet Reyes
Magda Villa
Piedad Barros
Larissa De Lima
Glenys Bacha
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
Max Paez
Giovanni Jimenez
Mercy Velasco
New Relations
Our New Relations team helps prospective clients to determine the right fit and manages initial appointments.
Stefanni Cavero
Yoseline Cortes
Paola Ferrer
Ashley Perez
Giovanni Peña
Marketing
Our Marketing team coordinates 100+ events per year for prospective and existing clients while managing the firm’s online presence.
Yanell Ordonez
Brian Corey
Nancy Maldonado
Ely Marrero
Sydney Burnett
Julia Koelble
Bryan Rodriguez
Kassandra Ocampo
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
Leslie Marenco, ESQ
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
