We work remotely and are able to support anyone across the globe
Meet the Team
Committed to your legacy
Jamie Peña
Founder
Building Financial Legacies With Heart, Hustle, and a Whole Lot of Passion
Hilcia Hernandez
Vice President of Marketing
Scaling Big Visions With a Sharp Strategy and Unwavering Determination
Sam Peña
Operations Manager
Streamline Your Systems and Scale With Sam in Your Corner
Ramandeep Kaur
Controller
The Calm, Calculated Force Behind Your Financial Confidence
Zoe
Chief Happiness Officer
Boosting Morale One Tail Wag at a Time
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