Our Team
Amaury Cifuentes, CFP®, CMP®
Managing Partner
Amaury’s, career spans over thirty years in banking and finance. His career started in 1986 with American General Finance, a major insurance company,.........
Bruce Konners, CFA®, CPA, PFS
Chartered Financial Analyst
Experience: Bruce’s career started at Price Waterhouse (now PriceWaterhouseCoopers) where he was an intern and later worked in the audit and tax departments. Bruce has extensive entrepreneurial experience and started and managed...
Michael Lux, CDLP, GRI
Advisory Board Member
Mr. Lux has been assisting clients with mortgages and real estate needs for over 30 years in South Florida. A native from Miami, he is very familiar with the diverse real estate market. A genuine relationship banker; “Experts...
Victor D. Di Elmo, MBA, CTFA
A Loving Tribute to Our Beloved Advisory Board Member
Victor D. Di Elmo was an amazing individual who helped so many throughout his years. He was a tireless and unassuming advocate in helping families in protecting and preserving wealth....