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.
Our Team
OUR STORY
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
CEO & Managing Director
Investments & Portfolio Management
Jonathan Bouchlas, J.D.
CCO & Managing Director
Private Banking and Credit Solutions
Meet Our TEAM
Alvaro Sanchez, Esq.
Attorney
Estate and Trust
Lucas Gobea
Associate
Portfolio Management & Reporting