Don't wait on the horizon to find you.
Thomas Perez
Financial Advisor
Do or Do Not. There is no Try. ~ Yoda
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.
Ullas Perez
Director of Operations
Ullas joined the team in 2023 after a long and distinguished career as a software engineering leader.
She brings both her management and digital skillsets to the team to lead our internal operations, digital marketing efforts, as well as client engagement.
