My Partners

I have the privilege of working with some of the premier wealth managers and financial advisors in the country.

Photo of Wealth Management Advisor Fernando Suarez

Fernando Suarez

CFP®, ChFC®, CLU®

Wealth Management Advisor

Our team’s mission is to help people dream big and feel secure through value based financial planning. We have been working with clients for over 35 years, helping people take care of their families, realize their dreams, and feel confident about the future.
Photo of Wealth Management Advisor Roberto Espinosa

Roberto Espinosa

AEP®, CAP®, CFP®, ChFC®, CLU®

Wealth Management Advisor

Photo of Founder & Wealth Management Advisor Matt Occhipinti

Matt Occhipinti

MBA, CFP®, ChFC®, CLU®, AEP®

Founder & Wealth Management Advisor

My commitment is to inspire action and maximize potential for those I work with. I seek to help people realize their dreams with financial security at the forefront. My firm focuses on working with affluent individuals and closely held business owners to implement tax strategies, business continuity and succession planning, and ultimately, multigenerational wealth management.
Photo of Financial Advisor Diondre Montgomery

Diondre Montgomery

M.S.

Financial Advisor

My mission is to engage, educate, and empower others to gain clarity and feel secure in there financial situation. Through financial planning, I help people to take care of their families, realize their dreams, and feel confident about the future.
Photo of Wealth Management Advisor Zach Shannon

Zach Shannon

CLU®, ChFC®, RICP®

Wealth Management Advisor

My mission is to inspire people to live proactively and create financially secure lives by design not by default. I strive to be a catalyst for people to help them take progressive action toward their goals. Through my work, I help people achieve financial security so they can chase their wildest dreams and live the lives they’ve always imagined.