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Meet the team

With our team's experience, training and knowledge of financial products and services, our clients receive the top-quality, cost-effective financial guidance they deserve, designed to help them realize their financial goals.

Our team

Alexis Resnick

Alexis Resnick, CFP® ,CLU

Financial Advisor

(954)-356-5529

Andrew Cooper

Andrew Cooper

Financial Advisor

Felix Martinez

Felix Martinez

Assistant Agency Manager & Marketing Director

(305) 670-3799

Kevin Dooley

Kevin Dooley, CFP®

Financial Advisor

Matthew Cooper

Matthew Cooper

Client Relations

Valerie Ceballos

Valerie Ceballos

Office Manager