Raise Your Expectations

Meet The Team

Brett Reitnauer

  • Grey LinkedIn Icon

Zachary Pacello

  • Grey LinkedIn Icon

Valerie Flores,CPA•EA

  • Grey LinkedIn Icon

Daniel Mercado

  • Grey LinkedIn Icon

Franklin Banfer, CFP®

  • Grey LinkedIn Icon

Eva Mercado

  • Grey LinkedIn Icon

Gabriella Spallino

  • Grey LinkedIn Icon

What We Do

01

PORTFOLIO MANAGEMENT

02

FINANCIAL PLANNING

03

TAX PLANNING

04

ESTATE PLANNING