Our People

For over 50 years, Osvaldo Morales has been providing expert retirement planning, financial planning, college financial solutions, asset protection and estate planning services to individuals, professionals and business owners. His...

Since 1967, John has been e beacon in the Life insurance field, specializing in financial planning and retirement plans for US and foreign nationals’ clients, always working with high ranking insurance companies and bringing to...

Nicole is devoting full time to her new career as a Financial Advisor. She is already half way into her first professional designation through the American College in Financial Services Certified Professional® (FSCP) Nicole will...

Henry Llorella has been providing expert financial advise in the financial services industry for over 37 years.  His expertise includes educating individuals, families and businesses with sophisticated financial strategies.

Mrs. Corona Pictet graduated from the University of Miami School of Law and continued her legal education by obtaining an advanced law degree (LL.M) from the UM. Her practice focuses in the protection of clients' assets and...

Gabe has been in the financial service profession for about 10 years with an excellent record of performance.