Our Team

OUR STORY

We are advisors. We are our own clients. From both sides, we felt increasingly inadequate working with the banks.


No oversized suits. No wide ties. We are not stock brokers. We are a team of experienced financial consultants.

a team here
for every step

Financial advisory is constantly evolving.

Our team has adapted with the evolution and found success embracing opportunity where others do not.

Meet Our Leadership

Michael Rosenbach

Michael Rosenbach

CEO & Managing Director

Investments & Portfolio Management

Jonathan Bouchlas, J.D.

Jonathan Bouchlas, J.D.

CCO & Managing Director

Private Banking and Credit Solutions

Meet Our TEAM

Alvaro Sanchez, Esq.

Alvaro Sanchez, Esq.

Attorney

Estate and Trust

Lucas Gobea

Lucas Gobea

Associate

Portfolio Management & Reporting

We’re Hiring.