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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Diany Torres

Personal Assistant


Diany began working as administrator in 2012 serving as office manager and head of customer service department. Prior to that she worked  as a reporter -translator and customer relations specialist in her country of origin, Cuba....
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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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