Get to know my dedicated team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Josel Jamelelh Guzman
Director of Client Operations
Josel is our practice's Director of Client Operations and is an integral part of our team. She handles all new account and product implementation, coordinates money movement for our clients and oversees all servicing and coordinating duties. Originally from Miami, Josel brings a wealth of experience to our team. Before joining us, she was a Massage Therapist at Fontainebleau Miami Beach. Her dedication and expertise ensure that our clients receive exceptional service and support throughout their financial journeys.
Shailee Polnasek
Financial Planning Associate
Shailee, originally from Washington State, is a recent graduate of Florida Atlantic University, where she earned a BBA in Finance with a minor in International Business. She is passionate about helping individuals and businesses navigate their financial journeys. As a Financial Planning Associate, Shailee is a crucial piece of our team's financial planning process, preparing and handling clients' financial strategies and plans.