Our Team
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Leadership
Christopher DanielsCFP®, ChFC, CLU
Managing Partner
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Victoria Mayer
Managing Partner
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Fernando J. Pou
Managing Partner
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The team
Kevin Bengston
Senior Case Manager
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Andrew Burns
Associate Director, Policy Management
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Arturo Castelo
Director, Institutional & Private Client Relationships
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Sarah Daniels
Office Manager
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Cathy Destito
Director, Credit Solutions
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Karina Frank
Associate, Client Relationships
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Michael Gomez
Director, Institutional Partnerships
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David Kelley
Director, Client Relationships
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Stephen Luna
Associate, Advanced Planning & Design
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Sergio Mares
Director, Underwriting & Case Management
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Meghan Olsonoski
Associate Director, Policy Management
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Kameron Phelan
Associate Director, Credit Solutions
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John Santo
Director, Advanced Planning & Design
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Michael Simm
Director of Finance and Operations
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Esteban Tormen
Credit Solutions Manager
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Charlotte3315 Springbank Lane #204
Charlotte, NC 28226
Charlotte, NC 28226
Miami1441 Brickell Ave. Suite 1520
Miami, FL 33131
Miami, FL 33131