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
Each of us has a different vision of what it means to be financially secure, and your vision is likely to change throughout your lifetime - when you begin your career, start a family, educate your children and enter retirement. I can help you create a personalized financial plan that has a firm foundation in your...
Each of us has a different vision of what it means to be financially secure, and your vision is likely to change throughout your lifetime - when you begin your career, start a family, educate your children and enter retirement. I can help you create a personalized financial plan that has a firm foundation in your beliefs and addresses your hopes for the future.