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
James Oswald
Director of Planning
Dani Cirilo
Director of Operations
Ruben Z. Diaz
Investment Operations Specialist
Joy Jiang
Insurance Operations Specialist
Lindsay Cameron
Talent and Admin Coordinator
Jill Richardson
President, GFG Payroll
Laura Jones
Marketing Manager
Chelsea Gonzalez
Executive Assistant
Wendy Jimenez
Ryan Smith
Financial Planning Consultant
Daniel Breitbarg
Payroll Account Manager
Alejandra Perez
Payroll Account Manager
Ben Richardson
Associate Advisor
RJ Castro
Associate Advisor
Amanda Held
Operations Administrator
Vinny Amalfitano
Financial Planning Consultant
David Dorsett
Financial Planning Consultant

Business Services And Support Provided by World Class Professionals.

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