ATTORNEYS & PARTNERS

Our Legal Team

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Dolly Suarez, CPA, CFP®

Jr. Wealth Management Advisor

Dolly played soccer growing up.

 

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Justin Lantz

Staff Accountant

Justin enjoys reading American history.

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Cubi Perrin

Senior Accountant

Her name is pronounced like QB.

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Nina Posidelow

Client Accounting Services Manager

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Lindsey Delgado
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Lindsey Delgado

Client Account Specialist

Lindsey loves to decorate cakes.

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Zsuzsanna Horvath

Administrative Assistant

When Zsuzsanna was little, she wanted to be a ballerina.

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