Our Staff
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Julia Carrillo, CPA
Partner/Wealth Manager/CPA
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Christie HectorHughes
Director of Operations
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Justina Carrillo
Managing Paraplanner
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Sarah Wallace, EA
Senior Accountant
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Beksy Palacios
Paraplanner & Accountant
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Joaquin Huerta
Accountant
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Keven Martin
Accountant
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Daniela Martinez
Staff Accountant
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Rogelio Soto
Staff Accountant
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Carmalena Barreras
Administration