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      Our Team

      We believe that with financial education, the right preparation, and guidance, we can help you plan so that you have clarity and hope for the future.

      Call today to set your Virtual or In-Person appointment.



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      Rene Ramirez,

       Comptroller and CPA



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      Adel Rodriguez,  IRS AFSP and Bookkeeping Administrator  

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      Rich Rodriguez, Licensed Agent and Medicare Specialist 


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      Evelyn Recinos, Senior Tax Professional


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       Abigail Hall, Administrative Assistant


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      Krista Lehman, Social Media Coordinator  


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