We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.


We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.


Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you.

Staff Profiles

Gloria Marquez
EA, AFSP, CAA & General Lines Insurance Agent


Yaneth Novoa, Office Manager, RTRP & Insurance AgentYaneth Novoa, Office Manager,
AFSP, CAA & Insurance Agent






Keila Duran
Office Manager FM 2920
AFSP, CAA & Insurance Agent

Bridgette Marquez
Tax Preparer & Financial Analyst
Bachelor of Business Administration (BBA) specialized in Finance and Baking

Maria Diosa Veliz 
Accountant & Tax Preparer