Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Ronald Samuel

CRPC, APMA

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Ronald Samuel Visit Ronald Samuel's website

Kyle Talamantez

CFP®, APMA, AWMA℠

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Kyle Talamantez Visit Kyle Talamantez's website

Jose Paz

APMA

Financial Advisor

Learn more about Jose Paz Visit Jose Paz's website


Our team

Brandy Erese

Brandy Erese

Financial Planning Specialist

Roles & Responsibilities

  • Financial plan analysis
  • Gathers data from new and existing clients to complete the analysis
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Hayden Mennie

Hayden Mennie

Client Service Specialist

Roles & Responsibilities

  • Answer incoming calls
  • Manage the calendar
  • Marketing and events
View more