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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 Service Associate
Yolanda Copeland
Financial Advisor
Robert Cortes
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
Christina Shaffer, CFA
Director of Fixed Income
Ryan Staton
Director of Trading