Current Clients

Justin D. Rucci, CFP®

Lead Advisor

Veronica Cabral, CFP®

Lead Advisor

Victor Campos, CPA, CFP®

Lead Advisor

Kristiano Costeniero

Strategic Advisor

Emily Balmages, CFP®

Director of Financial Planning

Ernest Jones, CPA

Director of Tax

Blake Street, CFA, CFP®

Founding Partner