The Team

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

Financial Advisor

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Designations

CFP®

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