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Our Team

Janet Rivera

Appointment Coordinator


Janet is the person responsible to manage Lourdes’ agenda. She will coordinate appointments with new clients that are interested in the financial planning process; gathering data, establishing goals, developing and implementing a...

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Lourdes M. Corujo-Ramsey

Financial Advidor


Lourdes Corujo believes that clients are entitled to receive, thoughtful, unbiased service from a professional team dedicated to the goal of providing extraordinary levels of service. Mrs. Lourdes Corujo completed her Bachelor's degree...

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Michelle Vazquez

Office Manager

As an office manager , Michelle supports our company operations by maintaining office systems and supervising staff. Her thirteen years of experience working along with us has enable her to know our customer, standards and procedures...

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