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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.

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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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