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
Jose
Arambula
Investment Advisor Representative &
Operations Specialist
Alexander
Montesinos
Investment Advisor Representative &
Operations Specialist
Marketing
Lilian
Ramos
Chief Marketing Director
Customer Relations
Erick
Montoya
Customer Relations Specialist
Ariadna
Leanos
Customer Relations Specialist
Human Resources
Virginia
Salas
Human Resources