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Our Team

[vc_row css=”.vc_custom_1487757781179{padding-bottom: 30px !important;}” has_content=”true”][vc_column width=”1/2″][vc_single_image image=”2460″ img_size=”full” alignment=”center”][/vc_column][vc_column width=”1/2″][heading size=”3″ heading_class=”content_heading” heading_style=”style-1″]OUR TEAM[/heading][vc_empty_space height=”24px”][vc_column_text]We combine the team approach with knowledge and experience to help facilitate the process of business succession planning. This can include the buying and selling of businesses, tax-leveraged ESOP’s and family generational planning. These options can result in transferring of wealth from the business to the individual with tax efficiencies both in retirement and estate planning.

Given the complexities of both the business and financial marketplace, taking organized steps toward financial freedom is critical when bringing together your team of professionals.[/vc_column_text][/vc_column][/vc_row][vc_row css=”.vc_custom_1548831388265{padding-top: 30px !important;padding-bottom: 40px !important;}”][vc_column width=”1/5″][vc_single_image image=”2631″ img_size=”full” onclick=”custom_link” link=”/team/mark-ridgley/”][vc_column_text]

Mark Ridgley


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CEO

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Steve Ridgley


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Executive VP of Sales and Marketing

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Carlos Benavidez


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Director of Business Development

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Suzanne Wright


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Executive Director of Administration
and Finance

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Rui Moura


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Vice President of Capital Funding

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