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Find Your Path to Financial Freedom
Foundation
Figure out where you are, to see where you can go. We’ll work together to make sense of your financial statements and develop a risk management strategy. Then, we’ll develop a plan to get rid of consumer debt for life, so you can truly build wealth.
Formation
Plan, plan, plan.
We maximize your investments to get you on track for retirement and college tuition for your kids. We’ll even look at your mortgage and see if it makes sense to pay it off sooner than later.
Meet the Team

Robert Cortes
Financial Advisor

Ana Fernandez, CFP®
Financial Advisor

Kristyn Fultz
Client Support Specialist

Kathryn Hite, CFP®
Financial Advisor

Jason Martin, CFP®, CMT
CIO & Co-Founder

Paul Mazon
Financial Advisor

Axel Otero
Financial Advisor

Paola Rojas
Director of Operations

Paul Roldán, CFP®
CEO & Co-Founder

Charles Seaman, FPQP®️
Client Service Associate

Christina Shaffer, CFA®
Director of Fixed Income

Manuel Turushina, FPQP®
Client Service Associate

Karen Vergara, CPA
Financial Advisor

Andrew Philpott
Trader

Ethan Cole
Client Service Associate