Meet the Team

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

Tunde Ogunlana, CFS
Family Wealth Advisor

Andrea Tecce*
Business Advisor

Zabrina Hobor
Marketing & Operations Director

Jake Levine*
Real Estate & Financial Representative

Hiram Ocariz, CPA*
Income & Business Tax

Teri Boatman
Client Service Operations Director

Karla Ferguson, Esq.*
Art Advisor

Michael Wild*
Trusts & Estates

Anthony Brunson, CPA*
Tax & Audit

Denise Diaz – Garrastacho, CPA*

Jill Ginsberg, Esquire*
Board Certified Elder Law Attorney

Katie Greenman*
Philanthropy | Charitable Giving

* These individuals are not affiliated nor registered with SagePoint Financial, Inc.