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OUR TEAM
OUR COMMITMENT IS TO OUR CLIENTS
We strive to be our clients most trusted advisor. With unrelenting passion, it is our mission to help our clients achieve financial freedom so they may experience balanced and fulfilling lives.
Brandon Nieves
Founding Partner & CEO
Dale Wondisford
Managing Partner
Kimberly Farris
Director of Client Relations
Max
Office Manager
Cody
Head of Security
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