
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

Alexander
Montesinos
Investment Advisor Representative
Marketing

Lilian
Ramos
Chief Marketing Director

Juan
Barrȯn
Project Manager




