Our advisors

Our team

Johanna Mendez

Johanna Mendez

Client Service Coordinator

Samantha Stevens

Samantha Stevens

Financial Planning Analyst,

Practice Manager

Qualifications

  • Bachelor's of Business Administration (Finance), Florida International University, April 2017
  • Master of Science in Finance, Florida International University, August 2019
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Daniela Monroy

Daniela Monroy

Client Service Associate

Qualifications

  • Bachelors in Psychology, Florida International University, June 2018
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