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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

Liz Castro

Liz Castro

Client Service Associate

Liz Castro

Client Service Associate

Robert Cortes

Robert Cortes

Financial Advisor

Robert Cortes

Financial Advisor

Ana Fernandez, CFP®

Ana Fernandez, CFP®

Financial Advisor

Ana Fernandez, CFP®

Financial Advisor

Kristyn Fultz

Kristyn Fultz

Client Support Specialist

Kristyn Fultz

Client Support Specialist

Kathryn Hite, CFP®

Kathryn Hite, CFP®

Financial Advisor

Kathryn Hite, CFP®

Financial Advisor

Jason Martin, CFP®, CMT

Jason Martin, CFP®, CMT

CIO & Co-Founder

Jason Martin, CFP®, CMT

CIO & Co-Founder

Paul Mazon

Paul Mazon

Financial Advisor

Paul Mazon

Financial Advisor

Axel Otero

Axel Otero

Financial Advisor

Axel Otero

Financial Advisor

Jamie Parlak

Jamie Parlak

Client Service Associate

Jamie Parlak

Client Service Associate

Paola Rojas

Paola Rojas

Director of Operations

Paola Rojas

Director of Operations

Paul Roldán, CFP®

Paul Roldán, CFP®

CEO & Co-Founder

Paul Roldán, CFP®

CEO & Co-Founder

Charles Seaman, FPQP®️

Charles Seaman, FPQP®️

Client Service Associate

Charles Seaman, FPQP®️

Client Service Associate

Christina Shaffer, CFA®

Christina Shaffer, CFA®

Director of Fixed Income

Christina Shaffer, CFA®

Director of Fixed Income

Ryan Staton, CFP®

Ryan Staton, CFP®

Director of Trading

Ryan Staton, CFP®

Director of Trading

Manuel Turushina, FPQP®

Manuel Turushina, FPQP®

Client Service Associate

Manuel Turushina, FPQP®

Client Service Associate

Karen Vergara

Karen Vergara

Financial Advisor

Karen Vergara

Financial Advisor

Looking to join the team? Great news, we are hiring!

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