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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
Portfolio Manager
CRPC®
Noreen
Mares
Investment Advisor Representative
Customer Relations
Marketing
Lilian
Ramos
Chief Marketing Director
Juan
Barrȯn
Project Manager
Customer Relations
Human Resources
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