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Nationally-Recognized Financial Advisory Firm
Charles Schwab Pacesetter IMPACT Award™ Winner
Find Your Path to Financial Freedom
Foundation
Figure out where you are, to see where you can go. We’ll work together to make sense of your financial statements and develop a risk management strategy. Then, we’ll develop a plan to get rid of consumer debt for life, so you can truly build wealth.
Formation
Plan, plan, plan.
We maximize your investments to get you on track for retirement and college tuition for your kids. We’ll even look at your mortgage and see if it makes sense to pay it off sooner than later.
Freedom
Peace of mind, for your whole family.
We’ll collaborate directly with your attorney and other professionals, so you have an entire team focused on protecting your legacy. You get to focus on your loved ones, enjoying life, and giving back to the community.
Meet the Team
Robert Cortes
Financial Advisor
Ana Fernandez, CFP®
Financial Advisor
Kristyn Fultz
Client Support Specialist
Kathryn Hite, CFP®
Financial Advisor
Jason Martin, CFP®, CMT, CKA®
CIO & Co-Founder
Paul Mazon
Financial Advisor
Axel Otero
Financial Advisor
Paola Rojas
Director of Operations
Paul Roldán, CFP®
CEO & Co-Founder
Charles Seaman, FPQP®️
Client Service Associate
Christina Shaffer, CFA®
Director of Fixed Income
Karen Vergara, CPA
Financial Advisor
Andrew Philpott
Trader
Ethan Cole
Client Service Associate
Scott Brewster
Associate Advisor
Edward Robinson
Associate Advisor
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Read through the blog here, or skip to our Q2 2025 Market Update Video below Key Takeaways...
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Wealth managers offer many benefits that individual investors can’t generate alone. Read...
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