Our Team

Garrett Ikey

Senior Tax & Wealth Strategist
Co-owner

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Zachary Ikey

Senior Tax & Wealth Strategist
Co-owner & Co-founder

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Bridy Ikey

Director of Marketing
Co-founder

Jim Ikey

 

Senior Risk Strategist

 

 

Amy Ikey

 

Director of Accounting

 

 

Kent Quepons

Associate Tax & Wealth Strategist

Yair Barahona

Director of Technology

Luss De Gracia

 

Administrative Associate