Meet the Team

Experience Applied Across Disciplines

Our team brings expertise across financial planning, business growth, funding strategy, and wealth structuring—working together to support your next stage of growth.

Guidance Backed by Experience

Our advisory team brings together experience across business consulting, financial strategy, funding, and wealth planning—working collaboratively to help clients move forward with clarity.

Jimmy Rios

Founder

Sylvia Rios

Co-Founder

Brian L. Fontenot

Business Advisor

Maria Florencia

Business Advisor

Johnny Rios

Marketing Advisor

Angela Gonzales

Business Advisor

Beenash Janshahzada

Business Advisor

Brandon Madden

Business Advisor

Michael Abera

Business Advisor

Rapheal Rhoden

Business Advisor

Jerold Samson

Business Advisor

Christine Watkins-Moore

Business Advisor

Nick

Andy Godoy

Business Advisor
Focused on helping business owners structure growth through funding and operational strategy.