Our Team
Our team is comprised of highly qualified and dedicated professionals, each an expert in their respective field. With extensive industry experience, they possess the knowledge and skills necessary to deliver comprehensive, top-tier services to our clients.
Joshua Molina
With over 25 years of experience in the financial industry, Joshua Molina leads our team with vision, integrity, and a client-first approach. Since 2007, he has worked one-on-one with individuals and businesses to provide customized financial solutions that meet their unique goals. Holding a Bachelor’s degree in Legal Studies, Joshua combines strategic insight with a deep understanding of industry trends to guide the firm forward. His commitment to excellence and personal service is the foundation of everything we do.
Priscilla Garner
Priscilla is the heart of our office operations, bringing both warmth and organization to everything she does. With a strong background in administrative management and a passion for helping others, she ensures that our team runs smoothly and our clients feel welcome and supported. Her attention to detail, reliability, and friendly demeanor make her an invaluable part of our team.
Joshua Gallardo
As our Human Resources Director, Joshua plays a key role in shaping a positive and productive workplace culture. With a strong background in HR strategy, employee relations, and organizational development, he ensures that our team is supported, valued, and aligned with our company’s mission. Joshua is known for his approachable leadership style, clear communication, and commitment to fostering a healthy, high-performing work environment. His people-first mindset makes him a trusted advocate for both staff and leadership.
Terrence Williams
Terrence brings years of experience and deep expertise in tax planning and compliance to our team. As our Tax Manager, he works closely with clients to navigate complex tax regulations, ensuring accuracy, efficiency, and peace of mind. Known for his sharp analytical skills and commitment to excellence, Terrence is dedicated to helping individuals and businesses make informed financial decisions. His calm, solutions-focused approach makes him a trusted advisor year-round.