Our advisors

Our team

Peter Hernandez

Peter Hernandez

Investment Manager

Yamely Gonzalez

Yamely Gonzalez

Practice Manager

Qualifications

  • Bachelor's of Business Administration with Major in Finance, Florida International University
  • Series 7
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Samantha Stevens

Samantha Stevens

Client Service Associate

Qualifications

  • Bachelor's of Business Administration (Finance), Florida International University, April 2017
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John Joseph Lomba

John Joseph Lomba

Financial Advisor

Qualifications

  • CMFC
  • CRPS
  • CLTC

Roles & Responsibilities

  • Investment Management
  • Insurance
  • Executive Compensation and Benefit Strategies
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