Our advisors

Advisor photo for Victor Melendez

Victor Melendez

MBA, DBA

Financial Advisor

Learn more about Victor Melendez Visit Victor Melendez's website
Advisor photo for Matthew Fallon

Matthew Fallon

CFP®, APMA, CRPC, AAMS

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Matthew Fallon Visit Matthew Fallon's website


Our team

Shreya Rai

Shreya Rai

Client Service Specialist