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OUR TEAM
Get To Know Us
Vonnell I. Martinez,
BFA, ABFP
BFA, ABFP
Founder
Marco Berna,
MBA
MBA
Wealth Advisor
Alejandro Bolivar,
MBA
MBA
Operations & Analysis
Tamara Oyarzabal Lodge
V.P. OF BUSINESS DEVELOPMENT
Jessica Gil
BUSINESS DEVELOPER
Luke Furman
INTERN
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OUR SERVICES
What We Offer You
Wealth Management
One of the top mistakes in business is taking this part for granted – to “wing” it. This is an incredibly expensive blunder. Accuracy here is crucial.
U.S. Investments
Whether business investments, real estate acquisitions and plenty more, the opportunities are incredible. And we are your team.
Behavioral Financial Advice
Let’s discover proper economic decisions. Which options should you take on? Why? What’s the best way to apply capital?
Risk Analysis
Our team will comb and number-crunch for you, digging into the entire story and getting you the best answers.
