
Sara Reese Rossmann
COO

Phil Behnen, CPA, CFP®
Tax Specialist

Taylor Reese
Client Service Representative

Carolina Rivara
Client Service Associate

Anthony Torres
Client Development Specialist

Gavin Ulewicz
Paraplanner

Danny Mesta
Client Care Coordinator

Ariel Galvan
Client Service Representative

Margie Aston
Director of First Impressions












