Broker Check

Who We Are

Meet the Team

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

Gregory  Montejo

Gregory Montejo

Financial Representative

Miranda  Montejo

Miranda Montejo

Financial Representative

Cynthia  Cardenas

Cynthia Cardenas

Marketing Associate

Ellie Montejo

Ellie Montejo

Talent & Operations

Marco  A. Flores

Marco A. Flores

Financial Representative

Melissa Moss

Melissa Moss

Financial Representative

Merridith Gonzalez

Merridith Gonzalez

Director of Business Development

Vincent Montejo

Vincent Montejo

Financial Agent

Alfonso Aguilar

Alfonso Aguilar

Financial Advisor

Ellie Montejo

Ellie Montejo

Talent & Operations

Marco  A. Flores

Marco A. Flores

Financial Representative

Melissa Moss

Melissa Moss

Financial Representative

Merridith Gonzalez

Merridith Gonzalez

Director of Business Development

Vincent Montejo

Vincent Montejo

Financial Agent