Our People

Gabor Simmonds, JD, MBA

Executive VP & Financial Advisor



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

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Henry Llorella

Vice President & Financial Advisor



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.

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John Sabina Senior VP

Senior Vice-President




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...

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Nicole Corona Pictet, JD, LL.M

Attorney at Law

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...

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Osvaldo R. Morales, JD, MSFS, ChFC, CLU

President & CEO



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...

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