Our Team

Our Experienced Professionals

We help you see the world differently, discover opportunities you may never have imagined and achieve results that bridge what is with what can be.

ROBERT M. RYERSON, CFP
Certified Id Theft Risk Mgmt. Specialist
LOUIS R. TERRERO, CPA
Register Investment Advisor
José Julián Cao Alvira, PHD
Certified Financial Planner
Victor C. Mitchell, CPA
Financial Consultant
PERRY DE FONTAINE, CPA
Certified Public Accountant
TEJAS KAPADIA, ESQ.
Estate Planning Attorney
DEVIN RUBIN
Medicare Specialist
SUNNY RUBIN
Medicare Specialist
HEMISH KAPADIA, CPA
Financial Consultant
CHRISTINA HARDMAN O’NEAL, ESQ
Tax and Estate Planning. Attorney
MICHAEL D. WALTER, CPCU
Property And Casualty Pro
DOMENICA IMBIMBO
Office Manager
GENNA RYERSON
Client Relations Assistant

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