With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.


Our advisors

Mark E Marandino

CFP®, ChFC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Mark E Marandino Visit Mark E Marandino's website

Deanna Hartwell

MBA, CFP®, BFA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Deanna Hartwell Visit Deanna Hartwell's website


Our team

Maria Fernandez, BFA ™

Maria Fernandez, BFA ™

Client Service Manager

Qualifications

  • Bachelor's of Science in Business Administration, 2021 Florida International University
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Sophia Cespedes

Sophia Cespedes

Executive Assistant

Tyler Manner

Tyler Manner

Administrative Assistant

Qualifications

  • Bachelor's of Art in Economics, 2022 Florida International University.

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Joseph Maeglin

Joseph Maeglin

Intern

Daniela Ayala

Daniela Ayala

Assistant

Adrienne Ho

Adrienne Ho

Financial Planning Specialist

Qualifications

  • Master of Business Administration, 2006 Nova Southeastern University
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