Alis Lynn Ramirez

Alis Lynn Ramirez

Jan 2, 2025

As Vice President, Client Service, Alis is committed to providing our clients with the highest level of service for their wealth management needs. She also supports our team with account maintenance and daily administrative tasks. Alis has nearly 11 years of...
Fabiola “Lola” Previzi

Fabiola “Lola” Previzi

Jan 2, 2025

As Executive Assistant, Lola’s responsibilities include providing specialized service to our clients, supporting our financial advisors, and daily account administration. Lola has over seven years of experience assisting high level executives and is always striving to...
Andres Chavarriaga

Andres Chavarriaga

Jan 1, 2025

As Associate, Client Service, Andres supports branch functions as needed, assists in safeguarding client assets, provides exceptional client service and serves as administrative and operational support for financial advisors. Andres has 10 years of industry experience...