Emma Velasco

Emma VelascoOffice Manager Emma joined the firm in December 2021 as Office Manager performing responsibilities that will enable the team to operate efficiently. These duties include supporting each Adviser and Team Member with administrative duties as well as creating...

Jacqueline Salazar Buenrostro

Jacqueline Salazar BuenrostroClient Service Administrator Jacqueline joined the team in May of 2022 as our Client Service Administrator. Her primary responsibility is to support and assist team members with client-related activities, such as, prepare client...

Alondra Zepeda-Ochoa

Alondra Zepeda-OchoaPortfolio & Client Service Administrator Alondra joined the team in April 2021 as our firm’s portfolio and client service administrator. Her primary responsibility is to assist David with monitoring investment managers and models. She also...

Matthew Goldberg

Matthew GoldbergParaplanner Matthew joined the team in March 2021 as the firm’s Paraplanner. His primary responsibility is using advanced analytics to support our firm’s financial planning process. Present in most client meetings, he assists in data-gathering, runs...

David M. Brenner CLU, ChFC

David M. Brenner, CLU®Chartered Financial Consultant® David Brenner is originally from the Philadelphia area and has been a financial planner for over 35 years. He entered the profession after graduating from Muhlenberg College in Allentown, Pennsylvania, joining...