Our Staff

 

  • Julia Carrillo, CPA

    Partner/Wealth Manager/CPA

  • Christie HectorHughes

    Director of Operations

  • Justina Carrillo

    Managing Paraplanner

  • Sarah Wallace, EA

    Senior Accountant

  • Joaquin Huerta

    Accountant

  • Keven Martin

    Accountant

  • Daniela Martinez

    Staff Accountant

  • Rogelio Soto

    Staff Accountant

  • Carmalena Barreras

    Administration