Meet the Team

We work hard to ensure you have the best experience possible. Meet our team below.

Tunde Ogunlana, CFS
Chief Family Strategist | Partner

Lonni Cibants
Chief Business Strategist | Partner

Zabrina Hobor
Chief Brand Officer | Partner

Hiram Ocariz, CPA
Income & Business Tax

Sol Alan Saad
Capital Advisory Group | Partner

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

Andrew Miceli, MSFS, CFP®
Family Officer | Financial Planning Director

Katie Greenman
Philanthropy | Charitable Giving