Meet the Team. If you are thinking about a career in financial services feel free to contact me.
We grow by creating one success story at a time.
Julius Guerra
25+ years of Financial, Business, and Tax Planning, former Series 7, Life Ins. // Certified Prof. 10+ years as an Educator, & Technology Specialist. I bring sound business practices to the NFT world while showing integrity and best practices do NOT need to be sacrificed. Traditional business principles with a fluid and expansive mindset. "How you do anything, is how you do everything".
Ruth Lai
A Financial Principle with over 6 years of experience in various industries. Expert at managing and overseeing investment firm’s compliance efforts and operations. Experienced in risk analysis for banks and other financial institutions. MS 365 certified and built rapport with multiple communities due to my bilingual skills and personal influence.
Ed Guerra
Bringing 40+ yrs Program Management expertise with an emphasis on coordinating multidiscipline teams and systems integration from advanced technology aerospace background. Certified in Permaculture/sustainability solutions and feng shui practitioner. Also, I volunteer locally in community activities including dessert preservation and the High School education foundation.
Charles Snyder
Dr. Snyder has over ten years of experience as a project manager, task lead, and team member as a researcher and analyst. Technical experience includes modeling/simulation of physical processes, and various statistical techniques (from the design of experimentsto deep q-learning). He is an opportunistic user of software/tools including python, R, Java, Mathematica,
Tableau, and databases (e.g., Elasticsearch, SQL). Other areas of interest: data presentation/representation/visualization, non-linear statistical techniques (e.g., Bayesian, Machine
Learning), reproducible data paradigms, big data, mentoring, and writing/communication.
Jessica Engster
An Appeals Specialist with 15 years of Disability Insurance experience with 12+ years in Appeals & Litigation. Managing complex appeal cases while utilizing specialty resources to effectively achieve accurate determinations with optimum outcomes. In-depth education in policies, contracts, federal & state regulations, claims settlement, and inclusion & diversity. Representation in mediations and depositions. Recipient of honorable mentions for demonstrating exceptional customer service, client service, conflict management, moral integrity, and leadership.
Seth Guerra
Just out of High School, certified in several industries including Microsoft Applications, Business and Web technology. He is a C# coder as a Unity Program Developer. Published games on both (Apple & Android) and now building Life Insurance licensed and building his own business of entrepreneurs.
Check out the games he has create on itch.io
Kathryn Guerra
Dedicating her life to healthcare, Kathryn has over 30 years of administrative services in a medical facility. This developed skill for business and personnel operations helps refine any business seeking to streamline its process. Allowing business to save time and money Kathryn has joined our team to offer her most recent and relevant skill. A deep understanding and application use of THC and CBD products for medical use and personal wellness. She is currently associated with TruLieve (a medical marijuana distributor).
