Meet Our Team

Michael Rosenbach

Founder

Wealth Advisor

Chief Executive Officer& Compliance Officer

Johnathan Bouchlas, JD

Founder

Loan Officer

Michael Rosenbach

Wealth Advisor 

Portfolio Manangement

Jacob Salant, CFA

Wealth Advisor

Analyst and Business Strategy

Vansh Patel

Wealth Intern

Michael Rosenbach

Personal I Life insurance, Health, and Variable Insurance Advisor

Lucas Gobea

Commercial Property & Casualty Insurance Advisor

Alvaro Sanchez, Esq.

Attorney

Johnathan Bouchlas, JD

Loan Officer

Isabelle Sering

Loan Officer

Michael Rosenbach

Chief Executive Officer & Chief Compliance Officer

Michaela McCallus

Marketing