Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


Our advisors

Robert J Roth

CFP®, CFS®, BFA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Robert J Roth Visit Robert J Roth's website

Svatava Pearce

CRPC

Financial Advisor

Learn more about Svatava Pearce Visit Svatava Pearce's website


Our team

Carlee Gruczelak

Carlee Gruczelak

Client Service Coordinator,

Office Manager
Chelsea Villalobos-Merwin

Chelsea Villalobos-Merwin

Client Relationship Manager

Jennah Roth

Jennah Roth

Administrative Assistant

Sabrina DeHoyos

Sabrina DeHoyos

Client Relationship Manager

Mayra Bonilla

Mayra Bonilla

Administrative Assistant

Lakshya Chhibber

Lakshya Chhibber

Financial Planning Specialist

Lakshay Gambhir

Lakshay Gambhir

Financial Planning Specialist

Yogesh Kandpal

Yogesh Kandpal

Financial Planning Specialist