Our Staff

 

  • Julia Carrillo, CPA

    Partner/Wealth Manager/CPA

  • Christie HectorHughes

    Director of Operations

  • Justina Carrillo

    Managing Paraplanner

  • Sarah Wallace, EA

    Managing Accountant

  • Joaquin Huerta, CPA

    Senior Accountant

  • Keven Martin

    Senior Accountant

  • Carmalena Barreras

    Paraplanner & Administration

  • Melissa Garica

    Accountant

  • Jake Berrios

    Adminstration