Our Team

We stand together to stand for you.

When we call ourselves a “family office,” that sentiment doesn’t just apply to us. Instead, we strive to uplift and support not just those on our team, but the people we work with as well.

Know that when you’re with us, you’re with people united by a common philosophy based around consideration and, most importantly, a genuine concern for your wellbeing.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements
Leysha Lopez Gonzalez

Leysha Lopez Gonzalez

Client Care Manager

Vivian Gonzalez

Vivian Gonzalez

Benefits Consultant

Renee Hoegler

Renee Hoegler

FPQP® Paraplanner/Client Relationship Manager

Renee Holder

Renee Holder

Senior Benefits Consultant

Andrew Keefer

Andrew Keefer

CFA® Partner/Chief Investment Officer

Nick Mason

Nick Manson

CFP® Senior Wealth Advisor/Director Client Services

David Maze

David Maze

Director of Research and Wealth Advisory Operations

Judy McDaniel

Judy McDaniel

Senior Benefits Analyst

Lisa Moreno

Lisa Moreno-Haramboure

RHU®, ChFC® Partner/Director Estate and Business Planning

Miriam Moreno

Miriam Moreno

Director Office Administration

Tony Moreno

Tony Moreno, Jr.

ChFC® Partner/Director Esate and Business Planning

Christina Pinto

Christina Pinto Rogers

CFP® Partner, Director of Long-Term Care Planning

Tony Moreno

Darreth Wheeler

Director of First Impression