We are a multi-lingual firm, serving Spanish, Portuguese, Italian and French clientele.

Dedicated Financial Advisors

Our Team

Our Experts

Meet the Team

Timothy

Fitzwilliams

Founder & CEO

Corrine

Fitzwilliams

Chief Marketing Officer

Deanna

Jones

Chief Operating Officer

Brian

Lindberg

Chief Investment officer

Ron A.

Wright, CFA®

Charted Financial Analyst®

Leila

Shaver

Chief Compliance Officer

Financial Advisors and Relationship Managers

Ronald

Searles, MBA

IAR

Fernando

Gimenez, LL.M

IAR

Michael

Novosel

IAR

Jason

Lavarias

IAR

Mike

Spencer, MSFS

CHFC, CAP, AIF, CLU, CASL

Daniel

Wilgocki

Relationship Manager

Brian C.

Ritchey

Relationship Manager

Marketing and Admin

Charlotte

Wertman

Director of Marketing

Alyssa

Berkley

Marketing Coordinator

Stephanie

Zimmerman

New Business Coordinator

Armida

Medina Andrade

Client Relations Administrator

Concierge Services

Rachel

Gunther

Estate Planning Attorney

Jeremy

Domozick

Estate Planning Attorney

Steve

Miller

Director of Medicare

Star

Hedrick, EA

Tax Partner

Heidi

Beech

Tax Management

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Build a Financial Picture That Fits Your Goals