Broker Check

Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Katia Dupree

Katia Dupree

Accountant Manager

678 437-1787

770-448-6077

Paola A. Rendon

Paola A. Rendon

Staff Accountant

678 446 3077

770-448-6077

Yareni  Trejo

Yareni Trejo

Staff Accountant

678 446-3258

770-448-6077

Karen  Tirado

Karen Tirado

Staff Accountant

678 446 3276

770-448-6077

Gladiola Perez

Gladiola Perez

Staff Accountant

678 446 3357

770-448-6077

Yojana Huaman

Yojana Huaman

Senior Accountant

678 446-3517

770-448-6077

María Aguilar

María Aguilar

Senior Accountant

678 446-3653

770-448-6077

Edgar Badillo

Edgar Badillo

Staff Accountant

678 446-3677

770-448-6077

Miriam Hernandez

Miriam Hernandez

Internt Accountant

678 446-3685

770-448-6077

Itzel Leonardo

Itzel Leonardo

Intern Accountant

678 446-3713

770-448-6077

Daniela Medina

Daniela Medina

Intern Accountant

678 862-1147

770-448-6077

Andrea Montiel

Andrea Montiel

Staff Accountant

678 971-3832

770-448-6077

Ivonne  Meneses

Ivonne Meneses

Intern Accountant

678 446-3507

770-448-6077

Tadeo Soto

Tadeo Soto

Intern Accountant

770-448-6077

Nereida Lugo

Nereida Lugo

Administration

678 971-3879

770-448-6077

Diana  Acosta

Diana Acosta

Administrative Support

678 971-3990

770-448-6077

Ludmila Mendoza

Ludmila Mendoza

Administrative Support

678 971-3822

770-448-6077