Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.

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Our advisors

Charles Palacios

CFP®, APMA®, ChSNC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Charles Palacios Visit Charles Palacios's website

Amanda Palacios

APMA®

Financial Advisor

Learn more about Amanda Palacios Visit Amanda Palacios's website


Our team

Gina Compton

Gina Compton

Client Service Manager

Raven Dhanju

Raven Dhanju

Financial Planning Assistant