Putting
people first.
Get to know our leadership team
Leadership at the Lake Nona office is dedicated to doing good for our clients, employees and community.
Felipe resides in Lake Nona with his wife and two children. He graduated UCF with a degree in Finance. Holds his Series 6, 63, 7, and 26. His involvement in the community includes NAHREP, Nemours and the Lake Nona Chamber. He enjoys working with entrepreneurs. "Legacy is very important to me and my clients. I...
Felipe resides in Lake Nona with his wife and two children. He graduated UCF with a degree in Finance. Holds his Series 6, 63, 7, and 26. His involvement in the community includes NAHREP, Nemours and the Lake Nona Chamber. He enjoys working with entrepreneurs. "Legacy is very important to me and my clients. I feel like I owe my parents for giving me the opportunity to live in this great country"
Gerardo Peña Boza
Director of Strategic Development
Viviana Solano
Director of Recruitment
