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

Hiram Ocariz, CPA
Income & Business Tax

Lonni Cibants
Insurance Advisor

Karla Ferguson, Esq.
Art Advisor

Michael Wild
Trusts & Estates

James Jones
Partner

Anthony Brunson, CPA
Tax & Audit

Denise Diaz – Garrastacho, CPA
Audit

Maria Del Calvo – Hevia, CPA
International Tax

Jill Ginsberg, Esquire
Board Certified Elder Law Attorney

Katie Greenman
Philanthropy | Charitable Giving