Putting
people first.
Get to know our leadership team
Leadership at the Rockville office is dedicated to doing good for our clients, employees and community.
Born and raised in Maryland, I have built a reputation as a leading Latina Financial Advisor and CFP® professional. My DC based practice, in partnership with DeVaughn Hodge, focuses on working with successful clients and entrepreneurs. Our clients will be provided with the financial tools and guidance they need...
Born and raised in Maryland, I have built a reputation as a leading Latina Financial Advisor and CFP® professional. My DC based practice, in partnership with DeVaughn Hodge, focuses on working with successful clients and entrepreneurs. Our clients will be provided with the financial tools and guidance they need to help make their visions a reality.
I specialize in working with driven, successful professionals looking for financial education, a comprehensive plan and a long-term relationship. My team and I focus on tax efficiency and wealth preservation to help people build a strong financial foundation for their lives.
Vicky Bonilla
Recruiter