Meet Our Team
Juan G. HernandezAriano, CFP®, CSLP®
Principal
Benjamin Kimla
Principal
Edward Ramirez, FPQP®
Financial Planning Director
Claudia Gomez
Operations Director
Amanda Adams
Case Manager
Jacquelyn Matthews
Marketing Director
Bob Harberson
Financial Consultant
Samantha Ybarra
Estate Attorney
Paula Ramirez
Associate Case Manager
Jhordan Navarro
International Relations
A Team You Can Trust
Our team has a wealth of knowledge and we are proud to have been featured in various media outlets, showcasing our insights and recommendations. Below are some of the organizations that have highlighted our team. To explore these articles and mentions, click here.
