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
Jhordan Navarro
International Relations
Deisy Venegas
Case Manager
Paula Ramirez
Associate Case Manager
A Team You Can Trust
Our team has a wealth of knowlege and has been recognized for their achievements, as well as sought after for their expert opinions and recommendations. You may have seen our team mentioned by: