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Meet Our Team
We are a dynamic team made up of seasoned professionals and experienced investors who specialize in adapting investment strategies for a changing world. Our efforts are focused on selecting value and generating cash flows for our clients.
Wealth Management Team
Manuel
Ramos
Chief Investment Strategist
MSFS, AEP®, CHFC®, LUTCF, CFS, CES, CIS
Wilmer
Cordoba
Investment Advisor Representative
Portfolio Manager
CRPC®
Noreen
Mares
Investment Advisor Representative
Alexis
Melchor FSCP ®
Investment Advisor Representative
Rene
Moran
Investment Advisor Representative
Marketing
Lilian
Ramos
Chief Marketing Director
Customer Relations
Erick
Montoya
Customer Relations Specialist
Ariadna
Leanos
Customer Relations Specialist
Jose
Arambula
Customer Relations Specialist
Alexander
Montesinos
Customer Relations Specialist
Human Resources
Virginia
Salas
Human Resources
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