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

Financial Advisor

Visit Gabrielle Baker's website

Team

Jennifer A. Jones

Jennifer A. 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
View more
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
View more
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
View more
Karen Cortez

Karen Cortez

Client Service Specialist

Qualifications

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