top of page

Raise Your Expectations

Meet The Team

Valerie Flores

Valerie Flores,CPA•CFP®•EA

  • Grey LinkedIn Icon
Franklin Banfer

Franklin Banfer, CFP®

  • Grey LinkedIn Icon
Ryan Guttridge

Ryan Guttridge, CFA

  • Grey LinkedIn Icon
Erin Semelka

Erin Semelka, MBA, CRPC®

  • Grey LinkedIn Icon
Sylvester Schorn

Sylvester Schorn

  • Grey LinkedIn Icon
Zachery Pacello

Zachary Pacello

  • Grey LinkedIn Icon
Brett Reitnauer

Brett Reitnauer

  • Grey LinkedIn Icon
Gabriella Spallino

Gabriella Spallino

  • Grey LinkedIn Icon

What We Do

01

PORTFOLIO MANAGEMENT

02

FINANCIAL PLANNING

03

TAX PLANNING

04

ESTATE PLANNING

bottom of page