Our Team
Rely Hechter, CFP®
Managing Principal
(954)697-6532
Rely Hechter is the Managing Principal, a CERTIFIED FINANCIAL PLANNER™ and Wealth Advisor with over 20 years of experience helping clients cultivate long-term financial growth through comprehensive, personalized planning...
Angelica Betancourt
Operations and Compliance Manager
(954)697-6532
Angelica Betancourt is an operations and transaction management professional with more than 10 years of experience in the real estate, property management, and wealth management industries. She began her career managing high-volume...
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Greg Reymann
Compliance Attorney
Greg Reymann is the firm’s Chief Compliance Officer and has over 25 years’ experience in the financial services industry, serving in executive risk management and compliance roles for some of the most well-regarded financial services...