Our Associates

We are experienced professionals committed to delivering superior service and guidance. We look forward to earning your confidence.

Enrique Abreu
Financial Representative

Joseph  Arbolaez
Financial Services Representative

Ghassan  Aref
Financial Services Representative

David  Aviles
Financial Services Representative

Jose  Behar
Managing Associate

Christopher  Bermejo
Financial Representative

Placido "Pete" Blanco, CFP®
Financial Services Representative
Sr. Financial Planner

Domingo Bolet
Financial Representative

Luis Chaves
Financial Representative
Financial Advisor

Rodolfo Dominguez
Managing Associate
Registered Representative

Philip Engelmann
Investment Specialist
Registered Representative

Manny Fernandez
Financial Services Representative
CA Insurance License #0F51427

Anthony  Juliano
Managing Associate

Scott  Lain
Financial Services Representative
Sr. Financial Planner

Thomas  Ledbetter
Financial Representative
Financial Planner

Vidal J. Lissarrague
Financial Representative

Lorena Miranda
Financial Representative

Maria Ovalle
Financial Services Representative

Nery Pabon
Financial Services Representative

Thomas J. Pearson
Financial Representative

Freddy Reyes
Financial Representative

Minerva Rodriguez
Financial Services Representative

Hector  Salgado
Financial Services Representative

Jose San Martin
Managing Associate
Registered Representative

Jose Sanchez
Investment Specialist
Registered Representative

Humberto "Tony" Sosa
Financial Representative

Luis Soto
Financial Representative

Gregory Stott
Financial Representative

Carlos F. Suarez, CFP®
Managing Partner

Yousef J. Surmawala
Financial Representative
CA Insurance License #0744140

Jose Velasco, CFP®, LUTCF
Financial Representative

Cory Walton
Financial Services Representative

Trevor  Wellington
Financial Services Representative

Todd Zojaji
Managing Associate