Meet Our Team
We are a powerful 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
Junior Portfolio Manager
CRPC®
Isai
Juarez
Investment Advisor Representative
Trading Specialist
Isaac
R. Pineda
Investment Advisor Representative
Juan
Medina Luna
Investment Advisor Representative
Noreen
Mares
Investment Advisor Representative
Customer Relations
Customer Relations
Erick
Montoya
Customer Relations Specialist
Virginia
Salas
Human Resources
Luis
Gonzalez
Customer Relations Specialist
Lilian
Ramos
Chief Marketing Director
Jose
Arambula
Customer Relations Specialist
Juan
Barrȯn
Project Manager