How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.


Advisors

Joseph Lee Silva

Joseph Lee Silva

CPA

Private Wealth Advisor

Visit Joseph Lee Silva's website
Agata Kubis

Agata Kubis

CFP®, MSM

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Agata Kubis's website
Stephen Hernandez

Stephen Hernandez

Financial Advisor

Visit Stephen Hernandez's website
Gabrielle Baker

Gabrielle Baker

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Gabrielle Baker's website

Team

Jennifer Jones

Jennifer Jones

Financial Planning Specialist

Roles & Responsibilities

  • My expertise is in financial planning and I assist advisors in:
  • Financial plan delivery and compliance
  • Financial plan data gathering and analysis
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Nicole D. Shaw

Nicole D. Shaw

Client Service Specialist

Roles & Responsibilities

  • I am responsible for client meeting preparation as well as:
  • Application Processing
  • Estate Settlements
  • Account Service & Inquiries
  • Money Movement
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Veronica Hernandez

Veronica Hernandez

Client Concierge

Roles & Responsibilities

  • I help clients feel at home when they arrive at our office. My main responsibilities are:
  • Scheduling client appointments
  • Assisting with office operations
  • Event and marketing coordinating
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Karen Cortez

Karen Cortez

Client Service Specialist

Roles & Responsibilities

  • I am responsible for client meeting preparation as well as:
  • Account Service & Inquiries
  • Money Movement
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