TEAM

Our Consultants

Camilo Hortet

Financial Advisor

Matisse Fitzpatrick

Funding Specialist & CMO

Jason Truncale

General Contractor

Luca Lemming

Debt & Equity Placement Consultant

Greg Lubline

Client Success Manager

David Rosenthal

Financial Advisor

Ready to Secure Your Financial Future?

Contact us today to learn how you can start building a tax-free legacy with our proven 3-step strategy

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