How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Gabe Martinez, CEP®, MCEP®, CEPA

Managing Partner

(312) 262-1615

(312) 873-4169

Over the last 30+ years, I've honed my skills in Wealth Management, Portfolio Management, Executive Management, Management Consulting, and Project Management. My mission is to provide clients with comprehensive and customizable options...

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Steve Raymond CFP®

Plan Manager | Paraplanning Services

(858) 529-8465

Steve’s financial services career launched in 2008 where he served as a Financial Advisor and Financial Planner Planner prior to joining LPL Financial in 2023. Steve received his Bachelor of Arts in Mathematics from the...

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