Broker Check

A Husband and Wife Team

Our advisors, Flor Santana and Mark Bernard, decided to start their practice together because they saw the benefit a husband and wife team can have for their clients. They both offer customized skills and experience and they work collaboratively to address their client's’ whole financial pictures.

In addition to the comfort, care, and support clients receive from our specialized team, our structure allows us to help more individuals with their specific concerns. For example, we have an intimate understanding of the financial decisions women and domestic partners face during their investment journey.  Understanding the needs from both sides of the fence, gives our clients an advantage and they know that their needs are being managed .