Our Professionals

Charles Sachs, CFA, CFP®

Chief Investment Officer

Miami

Mayelin Alvarez

Wealth Advisor

Miami

David Liska

Senior Wealth Advisor

Ft. Lauderdale

Darin Schatzman, CPA, PRP

Retirement & Executive Benefits Practice Leader

Miami

Maria E. Socarras

Director of Client Experience

Miami

Michael Cantero

Wealth Advisor

Miami

Lauren Montoto

Client Experience Specialist

Miami