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Nationally Recognized Financial Advisory Firm
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.
Meet the Team

Liz Castro
Client Services Manager

Yolanda Copeland
Financial Advisor

Robert Cortes
Financial Advisor

Coleman DeWitt
Financial Advisor

Ana Fernandez, CFP®
Financial Advisor

Kristyn Fultz
Client Support Specialist

Kathryn Hite, CFP®
Financial Advisor

Jason Martin, CFP®, CMT
CIO & Co-Founder

Paul Mazon
Financial Advisor

Paola Rojas
Director of Operations

Paul Roldán, CFP®
CEO & Co-Founder

Edwin Salazar
Financial Advisor

Ryan Staton
Financial Analyst

Katherine Valencia
Client Service Advisor

Karen Vergara
Financial Advisor

Jamie Wise
Client Service Associate