Get to know my 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 Chief Operating Officer Alex Stein

Alex Stein

Chief Operating Officer

R S

Rosimira Sampaio

Chief Financial Officer

Photo of Planning Manager Alan Moura

Alan Moura

MBA

Planning Manager

Photo of Marketing Director Valerie Diaz

Valerie Diaz

Marketing Director

Our Planning Partners

Meet the wolfpack — a collective network of advisors driven by a shared vision of empowerment and success. With steady determination, we navigate the financial landscape embodying strength, resilience, and inclusivity. Guided by our mission, we stand ready to give you the confidence you need to seize your future.

About the Wolfpack: At The Wolfpack, we’re living testaments to show you that dreams have no borders. Led by Renata’s own journey to live the American dream, we’re a team on a mission to help immigrants, athletes, and everyone in between find their financial footing in this wonderful country.

Whether you’re from distant lands or local communities, we believe in empowering you - women, LGTBQ+ members, and all diverse groups - to shape a future you’re proud of.

 

Photo of Financial Representative Renato Wilmersdorfer

Renato Wilmersdorfer

Financial Representative

Photo of Financial Advisor Marcello Rocha

Marcello Rocha

Financial Advisor

Marcello is an Entrepreneur, Investor and a former Executive. Passionate about Technology, Finance and Business. Brazilian but also an Italian citizen, he acquired extensive knowledge in Business Management, Financial Planning and Project Management. Nowadays helping and educating Brazilians and other immigrants on how they can benefit from the universe of Financial Services in the US.

Photo of Financial Representative Brandie Clair Davis

Brandie Clair Davis

Financial Representative

Photo of Wealth Management Advisor Sarah Ann Tinkler

Sarah Ann Tinkler

CLU®, ChFC®, RICP®, CFP®, CAP®

Wealth Management Advisor

Sarah Tinkler is a financial planning entrepreneur associated with Northwestern Mutual since July 2006. She is also a Forrest-inspired yoga instructor, certified personal trainer, & life coach. Sarah blends these passions together with a refreshingly soul-nourishing approach to visioning, analysis, planning, and guiding her clients' assets so they can live abundantly and authentically.

Photo of Wealth Management Advisor Robert Polizzi

Robert Polizzi

CLU®, CFP®, WMCP®

Wealth Management Advisor