Team

Diverse clients call for a diverse team. Our team members hail from three continents and have lived and studied around the world. We represent many different cultural backgrounds and ages (across six decades, in fact). Our team of financial professionals has over 150 years of combined experience working with complex financial matters.

As diverse a team as we are, we are unified in our fundamental approach to wealth management: to offer objective investment advice coupled with a sound financial plan that can better address our clients’ goals. You will receive personalized guidance from your wealth advisor with only your best interest in mind.

Team

Tony DuBose, AIF®

Joel Palatnik

Greg Reymann

Sonja Koppenwallner, CFP®

Neelie Sacharow

Marco Bohorquez

Rely Hechter, CFP®

Nuri Rubenstein

Margarita Dominguez

Andrea Malecki

Juan Canas

Val Ortega