Nicholas Yrizarry
President and CEO
Nicholas is our lead Financial Advisor, conducting one-on-one meetings, client reviews and recommendations, education, and enrollment.
Pegah Ghorbani
Operations Specialist
Pegah leads our Operations team, working directly with clients on account maintenance.
Natalie Schneider
Director of Client Relations
Natalie manages the office and works directly with clients to ensure a cooperative working environment.
Marnie Barborka
Executive Assistant
Marnie works with clients coordinating reviews, answering questions and office assistance.
