Before your call, have your retirement account login credentials, recent account statement, or other relevant information ready to discuss with our team.
Schedule a Call
Meet with a Financial Advocate and get your questions answered. Select a topic below to get started. Your call will take place on Zoom or by phone, whichever works best for you.
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The SMARTMap Process
Our team is here to be your Financial Advocate and help you take charge of your financial future.
When you work with our team, here’s what to expect:
Step 1
Choose a topic and
schedule a call with one of
our Financial Advocates
Step 2
We’ll reach out to you
on the designated day
and time
Step 3
On the call, we’ll work
with you to get your
questions answered
and provide resources
Step 4
After your call, you can
follow up with your
Financial Advocate at
any time
Meet Your Financial Advocates
Gregory Medina
Coming from a family that didn't have knowledge of retirement savings, Gregory can relate to clients and help them prepare for their financial goals and overall financial success. Gregory's passion is helping others and is eagerly waiting to help you.
Registered
Bi-lingual
Rita Montelongo
Rita has the great privilege of being a mom to 2 amazing girls, she is a hardcore fan of the Tampa Bay Lightning “Go Bolts”! Rita enjoys helping participants learn about their retirement plans and the benefits they have to offer.
Bi-lingual
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Emilio Vela
Emilio enjoys guiding clients through their financial journey and helping them create actionable steps to reach their goals.
Registered
Bi-lingual
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Hilario Pantoja
Hil enjoys engaging clients with their retirement roadmap, including other aspects of their financial life.
Bi-lingual
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Jennifer Yanez
Jennifer is based out of Florida where she loves to spend time outdoors with her dogs. She believes that the best part of her role is educating and empowering individuals to help them feel confident about financial planning.
Registered
Bi-lingual
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Brian Herrera
Brian is dedicated to assisting individuals in confidently navigating their 401(k) plan questions. With a strong emphasis on participant support and education, he provides clear and thoughtful guidance to help make retirement-related topics more accessible and understandable. Outside of his professional responsibilities, Brian maintains an active lifestyle through regular exercise, enjoys spending time outdoors, and values quality time with family and friends.
Bi-lingual
Adam Rehim
Adam is a New Jersey native with a passion for helping others take control of their financial future. He enjoys breaking down complex financial concepts and guiding people toward financial literacy and long-term success. When he’s not working, Adam loves spending time with friends and family, creating meaningful memories and new experiences. He believes that we all work hard for our money—so it should be working just as hard for us.
Registered
Tamera Cole
As a Financial Advocate, Tamera is passionate about education and supporting individuals on their financial journey. Her goal is to empower individuals through personalized support, helping them feel confident, capable, and in control of their financial goals.
Registered
We’re Here to Help
Check out our other resources to learn more about frequently asked questions, the basics of retirement plans, jargon-free definitions of financial terms, and mini-courses on 50+ financial topics.
