Our Team
Find a Team Member
- Aleks Dabrowski* CFP
- Amber Kline | ALMI
- Brian Kapur*
- Brianna Carcerano
- Carlos Gordoa
- Chris Sakowicz*
- Dorsey "Trey" Christian*
- Anthony Drake Swope
- Eloise Smith
- Garrett McNally*
- Gladys De La Mora
- Greg Stoumbelis*
- Hector Ortiz
- Hike Lee*
- James Catalano
- James Brannon
- Jan Faris*
- Jerry Catalano*, CPA
- Joe Macaione
- Johnny Johnson JR
- Jonathan Corteen*
- Jonathan Rotter*
- Jonathan "Nikko" Idrovo
- Kami Hartig | FLMI, AIAA, ACS, AIRC
- Keith L. Carson II
- Ken Jackson*
- LaShundra Harmon
- Maria Kelly*, CPA
- Maricella Ramirez
- Marty Przybylski*
- Napoleon Sta Ana*
- Randall Goss*
- Renee Pournaras
- Rick Kanter*
- Russell Hartig*
- Ryan Wyse
Our Leadership
Our Support Team
Our Team
