Team
Leadership
We believe that our business is really all about the quality of personal relationships - with clients and colleagues.

John F. Bucsek
Certified Financial Planner™ Professional, Chief Operating Officer

Bellaria Jimenez
MBA, CFP®, CLU®, CDFA®, ChFC® Certified Financial Planner™ Professional, President and General Agent

Amber Rodriguez
Financial Services Representative

Amber Rodriguez
Financial Services Representative

Bellaria Jimenez
MBA, CFP®, CLU®, CDFA®, ChFC® Certified Financial Planner™ Professional, President and General Agent

John F. Bucsek
Certified Financial Planner™ Professional, Chief Operating Officer