Get to know my dedicated Network of Specialists

"It Takes a Village"

Our team of specialists each bring a unique set of skills focused on delivering the greatest client experience for each unique case. Through this collaboration we are able to ensure planning is executed and maintained in an efficient manner.

Photo of Managing Director Amber Romo

Amber Romo

CLTC®, ChFC®

Managing Director

Planning for your financial future should be exciting. It is my job to eliminate any financial fear or uncertainty, so you can focus on what matters most to you. I partner with successful women, business owners, medical professionals and entertainment professionals to help with tax efficiency, risk mitigation, and wealth preservation.

Photo of Simran Zenaisha Kaur

Simran Zenaisha Kaur

Photo of Director of Operations Viridiana Gonzalez

Viridiana Gonzalez

Director of Operations