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Meet The Team

Dedication. Expertise. Passion.

Hola! Welcome to our team of passionate and experienced Latin@ advisors, planners & coaches dedicated to empowering and elevating the voices of our community. We will share insights, foster connections, and inspire positive change in our industry!

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Ana Trujillo Limon, MBA

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Vanessa N Martinez, MBA

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Diana G. Yanez, CFP®

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Guillermo Gutierrez JR., CFP® 

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Freddy Garcia, MBA, CFP®

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Gloria S. Garcia Cisneros, CFP®

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Jolisa Gonzalez

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