The Team

We know money can't purchase happiness … and can cause a lot of stress. Therefore, we believe it's important to take care of it - that's what we're here for.

With 25 years of combined financial industry experience, our team has helped see through many important decisions for individuals.

From purchasing your first home, to pursuing financial independence, we want to stand beside you in every facet of your financial life.

Our Advisors

David Lewis Martinez

David Lewis Martinez

Private Wealth Advisor

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Designations

CFP®, MBA

Top Areas of Focus

  • Retirement Planning Strategies
  • Intergenerational Planning
  • Estate Planning Strategies

Education

Bachelor of Science, Marketing with a concentration in finance, Rutgers University, Master of Business Administration, University of Texas at Austin
CA Insurance #0D91785

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William Martinez

William Martinez

Associate Financial Advisor

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Top Areas of Focus

  • Intergenerational Planning
  • Family Finances
  • Charitable Giving

Education

The University of Texas at Austin, B.A.

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Our Staff

Brandon Downer

Brandon Downer

Client Relationship Manager

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Qualifications

  • University of Arkansas, B.S.
Hilda Noriega

Hilda Noriega

Administrative Assistant

Daniel Snowden

Financial Planning Assistant