With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.

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Team photo

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Our advisors

Lydia Padilla

AAMS®, CRPC, CMFA®

Private Wealth Advisor

Certified Military Financial Advisor®
Learn more about Lydia Padilla Visit Lydia Padilla's website

Saul Jesus Unzueta

Financial Advisor

Financial Advisor
Learn more about Saul Jesus Unzueta Visit Saul Jesus Unzueta's website


Our team

Diane Mayrant

Diane Mayrant

Lead Registered Client Service Associate

Bretina DeAnda

Bretina DeAnda

Registered Client Service Associate