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.
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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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Leslie Drewry
Leslie enjoys answering questions about retirement in a way that is approachable and easy for clients to understand.
Registered
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Michelle Florence
Michelle enjoys empowering participants to conquer their financial goals through education.
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Daniel Alva
Daniel utilizes his experience gained from working in the Financial Services Industry to help customers better prepare for retirement, and knows that helping customers achieve their financial goals is a win-win situation for all.
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
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.
