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Meet Our Team

Juan G HernandezAriano

Juan G. HernandezAriano, CFP®, CSLP®

Principal

Juan G HernandezAriano

Benjamin Kimla

Principal

Edward Ramirez

Edward Ramirez, FPQP®

Financial Planning Director

Claudia Gomez

Claudia Gomez

Operations Director

Amanda Adams

Amanda Adams

Case Manager

Juan G HernandezAriano

Jacquelyn Matthews

Marketing Director

Jhordan Navarro

Jhordan Navarro

International Relations

Juan G HernandezAriano

Deisy Venegas

Case Manager

Juan G HernandezAriano

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:

Houston Chronicle
Top 100 in Finance
Bloomberg
CNBC
Financial Planning Magazine
Telemundo
Financial Planning Association
Investment News
Financial Advisor Magazine
Market Watch