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Raise Your Expectations

Meet The Team

Thomas Schorn, CPA•CFP®

Daniel Mercado

Valerie Flores,CPA•CFP®•EA

Franklin Banfer

Brett Reitnauer

Zachary Pacello

Eva Mercado

Gabriella Spallino

Erin Semelka.jfif

Erin Semelka, MBA, CRPC®

What We Do

01

PORTFOLIO MANAGEMENT

02

FINANCIAL PLANNING

03

TAX PLANNING

04

ESTATE PLANNING

With Holidays Ahead, Will Consumers Keep Carrying the Economy?

With Holidays Ahead, Will Consumers Keep Carrying the Economy?

Stock Market Returns Following Geopolitical Conflicts

Stock Market Returns Following Geopolitical Conflicts

Department of Education Launches New SAVE Income-Driven Repayment Plan

Department of Education Launches New SAVE Income-Driven Repayment Plan

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