Meet the Team
We work hard to ensure you have the best experience possible. Meet our team below.
Tunde Ogunlana, CFS
Family Wealth Advisor
Lonni Cibants
Insurance Advisor
Zabrina Hobor
Marketing & Operations Director
Hiram Ocariz, CPA
Income & Business Tax
Sol Alan Saad
Capital Advisory
Maria Del Calvo – Hevia, CPA
International Tax
Michael Wild
Trusts & Estates
James Jones
Partner
Denise Diaz – Garrastacho, CPA
Audit
Cinthya Castellón
Planning Coordinator
Anthony Brunson, CPA
Tax & Audit
Jill Ginsberg, Esquire
Board Certified Elder Law Attorney
Katie Greenman
Philanthropy | Charitable Giving
