We exist to help our clients align their business decisions with their financial goals.

With our partners, advisors and senior team ever-present, we provide hands-on expertise across each and every relationship, focusing on providing a truly client-centric experience.

Unique Value

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Optimization

Our teams solution are focused on optimization and efficiency so you an focus on what you are best at.

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Alignment

Our holistic strategies always start with your vision.

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Ideas to Action

Our recommendations are only the first step, we implement and maintain the strategies.

Meet the Leadership Behind Our Success

Partners

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Claudio Gambin

CEO & Financial Advisor

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Rachel Gambin

Chief Operating Officer

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Grace Holt

Chief Growth Officer & Chief Compliance Officer

Advisors

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Michelle Taylor

Financial Advisor

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Ben Richardson

Financial Advisor

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Tinja Anderson

Financial Advisor

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Dani Cirilo

Financial Planning Consultant

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Corey Wojnarowski

Financial planning Consultant

Team Members

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Evan Gruchot

Director of Investments

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Maria Burgos

Director of Insurance Operation

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Jill Richardson

Business Development

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Joy Jiang

Insurance Operations Specialist

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Lindsay Cameron

Talent and Admin Coordinator

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Chelsea Gonzalez

Executive Assistant

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Wendy Jimenez

Paraplanner

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Daniel Breitbarg

Financial Bookkeeper

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Alejandra Perez

Operations Specialist

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Brenda Creamer

Financial Controller

We've expanded our
operations to Tampa

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Landon Archangelo, CEPA

Financial Advisor & Managing Director

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Vinny Amalfitano

Financial Advisor

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Antonio Vaglica

Financial Advisor & Managing Director

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Ryan Smith

Financial Advisor

Highly specialized
expertise with a relationship-
based approach

Our numbers are a testament to our dedication and expertise in driving impactful results

&0M

AUM

Assets managed for
business owners

0

Years

Successfully helping
business owners

0+

Clients

Owners trust us for
business consulting

Awards

Always grateful for the
recognition

01

Top Financial Security Professional in Florida - Forbes Magazine 2023

02

Florida’s 50 fastest-growing company - Orlando Business Journal 2022

03

Top Contributor - Market Traders Institute 2021

Meet Our Team.

Meet Our Team.