Get to know your dedicated team

Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.

Photo of Co-Founder and Financial Advisor Jorge P. Casariego

Jorge P. Casariego

CFP®, ChFC®

Co-Founder and Financial Advisor

Photo of Director of Operations Adriana La Rocca

Adriana La Rocca

Director of Operations

Photo of Associate Financial Advisor Jared Wallace

Jared Wallace

Associate Financial Advisor

Photo of Director of Client Experience Stephanie Ramirez

Stephanie Ramirez

Director of Client Experience