The unfamiliar voice that you will hear when calling our office will be that of Diego Luna, our newest team member. Diego recently graduated with a Bachelor of Science in Business Administration from the University of Central Florida (UCF).
While at UCF Diego was an active member of the Student Financial Planning Association. As an SFPA member he became proficient with financial planning software, attended a Financial Planning Association symposium, and met with practicing financial planners. Diego also worked for BNY Mellon in 2024 as an operations intern doing fund accounting.
As he works towards attaining the necessary certifications to be a practicing financial planner, Diego will be working to support the team wherever necessary to ensure smooth daily operations.
Please join me in welcoming Diego to the team the next time that you call or stop in.