Our Team

Tony has spent much of his career working for some of the larger investment banks. He worked directly with high-net-worth clients to secure their financial security through strategic planning. Leveraging his experience and passion for helping clients he decided to start his own company in order to best serve his client's needs. 

Heidy brings very pivotal and important skills to the team in order to best serve client's needs. She assists with administrative operations and client service requests. Utilizing her analytical skills from her impressive background in the corporate world. Her presence has improved the company efficiency.