Raise Your Expectations

Meet The Team

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Brett Reitnauer

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Zachary Pacello

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Valerie Flores.jpg

Valerie Flores,CPA•EA

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Dan Mercado Head Shot.jpg

Daniel Mercado

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Franklin Banfer Headshot.jpg

Franklin Banfer, CFP®

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Eva Mercado.jpg

Eva Mercado

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Gabriella Spallino

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What We Do

01

PORTFOLIO MANAGEMENT

02

FINANCIAL PLANNING

03

TAX PLANNING

04

ESTATE PLANNING