Meet Our Consultants
A team of advisors covering business strategy, payroll, and retirement income — coordinated around a single plan for you.
Every client works with a dedicated point of contact, supported by a broader team with specialized experience across business advisory, payroll, and retirement income planning. Headshots and direct contact information for each team member are being added as they join — in the meantime, reach out through our contact page and we'll connect you with the right person.
Frank Valadez
FounderOversees each client's overall plan, coordinating business, tax, retirement, and legacy strategy into one integrated approach.
Ariocha Salas
Capital Gains StrategistHelps clients evaluate timing, structuring, and basis strategies around the sale of businesses, real estate, and concentrated positions.
Anthony Cordova
Business AdvisorWorks with business owners on structure, cash flow, and growth-stage planning decisions.
Seth Hallows
Business AdvisorSupports business owners in evaluating structure, succession, and operational planning strategies.
Ajay Fay
Payroll Services SpecialistHelps business clients coordinate payroll setup and administration alongside their broader financial plan.
Josef Del Rosario
Retirement Income SpecialistFocuses on sequencing retirement income sources to help support clients' lifestyle goals.
Josh Stachurski
Life Insurance SpecialistHelps clients evaluate life insurance strategies as part of their overall financial plan.
Team roles and responsibilities are provided for general informational purposes and may be updated as our team grows. Working with any member of our team does not create a guarantee of any specific outcome. Please consult a qualified, licensed tax, legal, or financial professional regarding your specific situation.
Want to talk with the right person on our team?
Schedule a complimentary consultation and we'll connect you with the advisor best suited to your goals.