top of page

Team Members

Armahd Ramirez

Armahd Ramirez

Benefits Planning

Jacob Stewart

Jacob Stewart

Multi-Jurisdictional Planning

Lorna Garcia

Lorna Garcia

Benefits Planning

LSPN Pro

LSPN Pro

Gerry Kane

Gerry Kane

Benefits Planning

Phil Boggess

Phil Boggess

Benefits Planning

Glen Wagstaff

Glen Wagstaff

Co-Founder

Ray Ramirez

Ray Ramirez

Benefits Planning

Louie Li

Louie Li

Professional Planning

bottom of page