Our Team

Juana brings over 25 years of experience in the financial services industry. Guided by sincerity, integrity, and a commitment to exceptional, personalized service, she believes a comprehensive planning approach is key to helping clients achieve financial confidence and peace of mind.
By developing a deep understanding of each client’s financial and lifestyle needs, she collaborates with them to create realistic, meaningful plans designed to achieve, protect, and sustain their goals. Juana views financial planning as an ongoing, interactive relationship and is committed to simplifying complex decisions, selecting investment strategies, and developing protection plans that evolve with her clients’ needs—providing clarity at every stage of life.
A lifelong learner, Juana is deeply committed to promoting financial literacy and enjoys sharing her knowledge through speaking engagements.
Outside of her professional life, Juana enjoys traveling and making the most of the outdoors—whether gardening, walking with her dog Earl, camping, or taking in live music. She is an avid reader, enjoys crafting and creative pursuits. Juana values both time at home and out with friends and believes life is all about balance—and sharing a good laugh along the way.

Rachelle plays a vital role in ensuring the smooth and efficient day-to-day operations of the practice. With a strong commitment to client service and organizational excellence, Rachelle serves as a key point of contact for clients, supporting with professionalism, accuracy, and attention to detail.

Rachelle contributes to a welcoming and responsive experience for every client interaction. Her dedication to maintaining high standards of service supports the team’s mission of helping clients achieve their financial goals with confidence.

Outside of the office she leads an active lifestyle, rollerblading, biking or walking with her spouse, to keep things balanced she also enjoys a good Netflix binge.