We are committed
to save you time
and money.

We are here to help you cover your wealth, tax and insurance needs while giving you guidance to save time and money.

★★★★★
Client’s Reviews
3 years in a row
On Google®

★★★★★
Client’s Reviews
On Yelp®

★★★★★
Client’s Reviews
On Facebook®

★★★★★
Client’s Reviews
On Genbook®

★★★★★
Client’s Reviews
3 years in a row
On Google®

★★★★★
Client’s Reviews
On Yelp®

★★★★★
Client’s Reviews
On Facebook®

★★★★★
Client’s Reviews
On Genbook®

Your foundation to a better future.

Our team is ready to work with you!

Roberto Ignacio Coello
Owner
17 years in insurance and tax sector
15 years in owner/management
Bachelor of Science from University of Houston
MBA from University of Houston
General insurance license #1301264
Series 6 and 63 licenses
HBJ 40 under 40 recipient
Owns and manages financial services firm

Berta Sneed
Home Insurance Specialist
7 years in insurance and tax sector
5 years in marketing and development
Insurance license #2030263

Juanita Salgado
Commercial Insurance Specialist
7 years in insurance and tax sector
5 years in management
Insurance license #2349485

Roberto E. Coello
Personal Lines Insurance Specialist
30 years in tax sector
15 years in marketing and development
Insurance license #2043620

Aurora Coronado
Tax Prerarer
Insurance Payments
Agent Support

4 years experience

Augusmary Schlicher
Insurance Agent
Tax Preparer

6 years Experience
License number #2187834

Luis Medina
Real Estate Consultant 
6 years in real estate sector
Century 21 Olympian real estate agent

Alexis Corpus
Office Administrator
Client payments
Agent Support