Meet the Team
We believe in strengthening our team’s personal performance through constantly educating ourselves on win-win opportunities, while providing clients with the resources they need to reach their goals.
Frank Williams
CO-FOUNDER &
INVESTOR RELATIONS
Karla Banuelos
Account Manager
Juan Williams
Account Executive
Erendira Cabrera
Operations Support Specialist
Lisbeth Batista
Executive Administrator
Rochelle Ramirez
Sales & Underwriting Assistant
Cindy Adlawan
Executive Operations Coordinator
Kristle Alcuizar
Administrative Research Specialist
Sas Brosas
Front Desk Coordinator
Ivy Verdad
Financial Operations Manager
Christine Olino
Client Relations Assistant