Our People

Matteen Terrany

Associate & Wealth Advisor

I am a serial entrepreneur and active philanthropist with a history of supporting organ donation and the education of dyslexia. I was inspired to create the Dragon Mastermind to support business owners on their entrepreneurial journey,...

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

President & Founder



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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Andrea Garcia, MBA

Financial Advisor

Andrea Garcia!

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John Sabina

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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Thomas R. Meyer, Ed.D., Ed.S., MBA

Executive Vice President



Thomas R. Meyer was in business for 37 years, 33 in the utility industry. He has experience in Customer Service, Industrial Engineering, Automotive, Construction Supervision, Scheduling, Project Management, and Upper Management...

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