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Our Team

Dennis C.L. Huang CLU®, ChFC®, CFP®

Wealth Management Advisor

Santino Flores CLTC®

Financial Advisor

Taylor Nielsen

Associate Financial Advisor

Daniel Robert Wray

Investment Operations Associate

Sheryl Abraham

Director of Operations

Mayra Vazquez

Client Service Associate

Courtney Miles

Insurance Coordinator

Katherine Peralta

Operations Associate

Katia Perez Hernandez

Investment Operations Associate

Daniela Corral

Planning Assistant

Marchean Crenshaw

Investment and Planning Associate