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Michelle Grillone, BBA
Director of Operations
 


Esther Montane
Senior Portfolio Administrator



Grissel Carbonell
Senior Portfolio Administrator



Yvonne Tepper
Portfolio Administrator



Olga Gertds
Executive Assistant




Maria Lopez
Executive Administrative Assistant



Cindy Perez
Executive Administrative Assistant

CFP®, and CERTIFIED FINANCIAL PLANNER™ are certification marks from the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.