Our Team

Our Skilled Team

We help you see the world differently, discover opportunities you may never have imagined and achieve results that bridge what is with what can be.

David Clark

Senior Associate

Juan Flors

Principal Excutive & Wealth Manager

Luke Abbott

Regional Director

Ariadny Grajales

Associate

Maggie Ortega

Wealth Manager

Mitzu Serrano

Office and Operations (Back Office) Administrator

Vielka Ramírez

Compliance Officer

Israel Guerrero

Associate

Jay Schurz

Associate

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