Our advisors

Gail R Roque

CFP®, ChFC®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Gail R Roque Visit Gail R Roque's website

Giovanni Alvarez-Mena

APMA

Financial Advisor

Learn more about Giovanni Alvarez-Mena Visit Giovanni Alvarez-Mena's website


Our team

Phillip Roque

Financial Planning Assistant