ABOUT AISIRI WEALTH ADVISORS

Aisiri Wealth Advisors helps individuals, families, and business owners build, protect, and enjoy their wealth through personalized financial planning and disciplined investment management.

We craft clear, goal-based strategies for retirement, tax-aware investing, education funding, and estate considerations, then adjust them as life evolves. With transparent guidance and ongoing partnership, we simplify complexity so you can make confident decisions and stay aligned with what matters most.

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Our advisors

Jennifer Ibarguen

CRPC, APMA®, RFC®

Private Wealth Advisor

Managing Director
Learn more about Jennifer Ibarguen Visit Jennifer Ibarguen's website

Jeffery Malcolm Davis

Financial Advisor

Managing Director
Learn more about Jeffery Malcolm Davis Visit Jeffery Malcolm Davis's website

Matt Gunnip

CIMA®

Financial Advisor

Managing Director
Learn more about Matt Gunnip Visit Matt Gunnip's website

Aaron Hunter

Associate Manager ACD

Learn more about Aaron Hunter Visit Aaron Hunter's website

Mike DiPasquale

MBA

Registered Practice Associate

Learn more about Mike DiPasquale Visit Mike DiPasquale's website

Monica Smith

Registered Practice Associate

Learn more about Monica Smith Visit Monica Smith's website

Jeff Davis

APMA®

Financial Advisor

Learn more about Jeff Davis Visit Jeff Davis's website


Our team

Rayeann L Ison

Rayeann L Ison

Registered Client Service Associate,

Client Relationship Specialist
Vidhi Saxena

Vidhi Saxena

Client Service Associate