Walter Pardo, CWS®️, PPC™
CEO AND CERTIFIED WEALTH STRATEGIST
Suzanne Pardo
OPERATIONS SPECIALIST
Ritika Bansal
CLIENT RELATIONS MANAGER
Delker Saumier
VICE PRESIDENT OF OPERATIONS
Ashley Marino Pedersen AIF®
DIRECTOR OF CLIENT DEVELOPMENT
Anna Perasso
MANAGING PARTNER
SENIOR WEALTH ADVISOR
