Team Members

Meet our team of Financial and Business Service professionals, that work tirelessly to provide you with the very best service and support. 

Michelle Taylor
Financial Advisor
Bradley Carrier
Financial Advisor
Evan Gruchot
Director of Investments
Maria Burgos
Director of Insurance Operations
Dani Cirilo
Director of Operations
Jill Richardson
President, GFG Payroll
Joy Jiang
Insurance Operations Specialist
Lindsay Cameron
Talent and Admin Coordinator
Laura Jones
Marketing Manager
Chelsea Gonzalez
Executive Assistant
Wendy Jimenez
Paraplanner
Ryan Smith
Financial Planning Consultant
Daniel Breitbarg
Payroll Account Manager
Alejandra Perez
Payroll Account Manager
Ben Richardson
Associate Advisor
Amanda Held
Operations Administrator
Vinny Amalfitano
Financial Planning Consultant
David Dorsett
Financial Planning Consultant
Lewis Mishlove
Investments Operations Specialist
Brenda Creamer
Financial Controller

Business Services And Support Provided by World Class Professionals.

Schedule a Free Consultation Now
Privacy Settings
We use cookies to enhance your experience while using our website. If you are using our Services via a browser you can restrict, block or remove cookies through your web browser settings. We also use content and scripts from third parties that may use tracking technologies. You can selectively provide your consent below to allow such third party embeds. For complete information about the cookies we use, data we collect and how we process them, please check our Privacy Policy
Youtube
Consent to display content from - Youtube
Vimeo
Consent to display content from - Vimeo
Google Maps
Consent to display content from - Google
Spotify
Consent to display content from - Spotify
Sound Cloud
Consent to display content from - Sound