Meet the Team
We work hard to ensure you have the best experience possible. Meet our team below.
Tunde Ogunlana, CFS
Founder | Family Wealth Advisor
Alva R. Royston, SR.
Managing Director | Investments & Asset Allocation
Zabrina Hobor
Marketing & Operations Director
Michael Dean*
Equity Partner
Jake Levine*
Real Estate & Financial Representative
Teri Boatman
Client Service Operations Director
Audwin F. Levasseur, J.D.*
Family Wealth Advisor
Hiram Ocariz, CPA*
Income & Business Tax
Tim Merriman Jr.*
Commercial Real Estate
Karla Ferguson, Esq.*
Art Advisor
Michael Wild*
Trusts & Estates
Anthony Brunson, CPA*
Tax & Audit
Denise Diaz – Garrastacho, CPA*
Audit
Jill Ginsberg, Esquire*
Board Certified Elder Law Attorney
Katie Greenman*
Philanthropy | Charitable Giving
* These individuals are not affiliated nor registered with SagePoint Financial, Inc.
