Coming from a family that didn't have knowledge of retirement savings, Gregory can relate to clients and help them prepare for their financial goals and overall financial success. Gregory's passion is helping others and is eagerly waiting to help you.
Your Financial Advocates
Our team is your team. Get to know us!
Gregory Medina
Rita Montelongo
Rita has the great privilege of being a mom to 2 amazing girls, she is a hardcore fan of the Tampa Bay Lightning “Go Bolts”! Rita enjoys helping participants learn about their retirement plans and the benefits they have to offer.
Bi-lingual
Laura Battle
Laura enjoys using her industry knowledge to help clients figure out what they personally need to make sure they and their loved ones are financially prepared. Laura also looks forward to communicating and educating clients so they can feel more confident and in control of their financial life.
Emilio Vela
Leslie Drewry
Leslie enjoys answering questions about retirement in a way that is approachable and easy for clients to understand.
Jack Houseworth
Jack is passionate about assisting clients reach their retirement goals so they can retire with dignity, on their terms.
Registered
Hilario Pantoja
Hil enjoys engaging clients with their retirement roadmap, including other aspects of their financial life.
Michelle Florence
Michelle enjoys empowering participants to conquer their financial goals through education.
Kera Hunsaker
Kera enjoys breaking down tough financial concepts into accessible terms to help participants take charge of their financial future.
Daniel Alva
Daniel utilizes his experience gained from working in the Financial Services Industry to help customers better prepare for retirement, and knows that helping customers achieve their financial goals is a win-win situation for all.
Jennifer Yanez
Jennifer is based out of Florida where she loves to spend time outdoors with her dogs. She believes that the best part of her role is educating and empowering individuals to help them feel confident about financial planning.