Broker Check


Hiram Hernandez, MBA, RICP

Financial Planner, Special Care Planner, Financial Services Professional



Hiram has been in the financial services industry for over a decade.  As a financial planner, he takes the creed of acting in the best interest of his clients very seriously.   


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Natalie Silva

Director of Business Development



Natalie began her career in the financial services industry in 2008. She has served as a recruiter, an advisor, Director of Operations, and currently as our Director of Business Development. She has a proven track record for...

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Julia Hernandez

Personal Assistant



Julia began her career in the financial services industry in 2011. Prior to working with us she worked in the auto industry for over 15 years in different operational and administrative roles. She is responsible for processing all new...

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James Sugden

Financial Planner


Working in Financial Services for over 40 years, I currently work specializing in investment management, insurances and financial planning. Married to Robyn, originally from St. Louis - my hobbies are bike riding, socializing with...

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