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Our Team

Dennis C.L. Huang CLU®, ChFC®, CFP®

Wealth Management Advisor

Santino Flores CLTC®

Financial Advisor

Marc Martinez-Bergman

Financial Advisor

Sheryl Abraham

Director of Operations

Wilene Morales

Financial Planning Analyst

Amy Smith

Operations Associate

Mayra Vazquez

Client Service Associate

Courtney Miles

Insurance Coordinator

Katherine Peralta

Operations Associate

Katia Perez Hernandez

Investment Operations Associate

Daniela Corral

Planning Assistant