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

Mark Mazzei

APMA

Associate Financial Advisor

Learn more about Mark Mazzei Visit Mark Mazzei's website

Carlos F Arias

CRPC, CLTC®, APMA

Private Wealth Advisor

Business Financial Advisor
Learn more about Carlos F Arias Visit Carlos F Arias's website

Rickie Santana

Associate Financial Advisor

Learn more about Rickie Santana Visit Rickie Santana's website


Our team

Paola G. Ortiz

Paola G. Ortiz

Operations Manager,

Office Manager
Mariana Pukhayeva

Mariana Pukhayeva

Client Relationship Manager,

Office Manager

Grisell Aquino

Administrative Assistant