Our Team

we are one great team who make it happen

We are a consortium of expert financial consultants serving clients all over the world. We provide our clients with useful information and advice they need to make sound decisions to meet their financial goals. Whether it’s managing client’s investments or creating a comprehensive financial plan for them and their family, our certified financial planners are dedicated to providing with exceptional service.

Jeff Collis
ChairmanJeff Collis
Well, they call me boss but to be honest, I just got here
Israel Carter
Head FinanceIsrael Carter
I'm in charge of the finance and credit department
Diane Moreno
Corporate AffairsDiane Moreno
I love what I do and I do what I love; Corporate style.
Miguel Welch
Finance & AuditMiguel Welch
I'm in charge of the finance and credit department
Steven Gerard
Customer ServiceSteven Gerard
I make our customers happy by giving them candy
Frank Woods
Head of SecurityFrank Woods
In this day and age of cyber-security, I keep you safe.
Piotr Calrson
ICT HeadPiotr Calrson
Servers and cables; That's what I deal with.
Dennis Oliech
Business ExecutiveDennis Oliech
I bring in big business by marketing the company