- 407-900-5905
- 941 W Morse Blvd Suite 100, Winter Park, FL
We are a team of experienced professionals committed to guiding you through your financial journey. Our expertise in tax planning and investment strategies is matched only by our dedication to your success.
At our firm, we prioritize your financial well-being. Our mission is to empower individuals and families with sound financial strategies tailored to their unique needs. We believe in fostering strong relationships built on trust and transparency, ensuring you feel confident in every decision. Our team is dedicated to delivering comprehensive support, from tax planning to investment strategies, all while maintaining a warm and approachable atmosphere.
Priscila “Pri” Cosentino is a dynamic and accomplished Financial Advisor with over decades of experience in financial management across diverse industries in Brazil and the United States, including advertising, events, and retail. For over a decade, she has been mentored by top leads in the industry, refining her expertise in financial planning, wealth mindset, and strategic growth.
Pri’s approach to financial planning is holistic and forward-thinking, combining technical expertise with insights into human behavior. Her dedication to client success is further reflected in her work as a published author, where she shares transformative insights to inspire others to reach their full potential. Fluent in English, Portuguese, German, and Spanish, Pri connects effortlessly with a diverse, global clientele, providing personalized solutions that align with their unique needs and aspirations.
For more information on Pri's professional history click here
Matthew is a dedicated Social Media Marketing Specialist who combines creativity and strategy to elevate digital engagement and foster meaningful connections. A graduate of Ensign College, Matthew is currently pursuing a degree in Business and Leadership, reflecting his commitment to continuous learning and professional growth. In his role as Social Media Manager, Matthew excels at transforming ideas into impactful digital strategies, ensuring the company’s online presence resonates with clients and strengthens community ties. His passion for innovation and storytelling drives him to create content that not only informs but inspires.
Tomas “Tom” Kenedi is a Blog Publisher known for blending creativity with precision to craft impactful messaging that drives results. With extensive experience in online and offline media, Tomas has worked on campaigns for renowned brands such as Coca-Cola, GM, Pernambucanas, and Liberty Insurance. His expertise lies in developing innovative strategies and persuasive content that resonate with audiences and align with brand objectives. Tomas excels as a social media manager, translator, and writer, leveraging his background in copywriting, scriptwriting, and social media management. His technical proficiency in professional advertising tools enhances his ability to deliver polished and engaging content. Bilingual in Portuguese and English, Tomas brings a global perspective and cultural sensitivity to his work, ensuring every message is both impactful and relatable.
Join our team and make a meaningful impact in the financial services sector. We offer a supportive environment where your skills can thrive and contribute to the growth of our company. Take the next step in your career with us.
