Get to know our leadership team

Leadership at the North Miami Beach office is dedicated to doing good for our clients, employees and community.

Photo of Managing Director Jordan Laser

Jordan Laser

Managing Director

For 25 plus years Jordan has worked with senior executives of publicly and privately held companies, helping them optimize the transfer of wealth to their heirs using advanced life insurance concepts. He coordinates his team of advisors in the tax, legal, and investment advisory space to lead his clients through all stages of their financial lives.
Photo of Field Director Stephen Remus

Stephen Remus

Field Director

My team and I will deliver a concierge-style of service to help you achieve your financial goals. We take time to get to know each client on a personal level and will help you implement a strategic plan for long-term success.
Photo of Chief Operations Officer Jordana Bonville

Jordana Bonville

Chief Operations Officer

Photo of Director of Client Services Johanna Hernandez

Johanna Hernandez

Director of Client Services

Photo of Executive Assistant Magdalena Ortiz

Magdalena Ortiz

Executive Assistant

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