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