our team
Our Skilled Leaders
We help you see the world differently, discover opportunities you may never have imagined and achieve results that bridge what is with what can be.
CJ Davidson
Founder
Bryan Caulkins
CO-Founder
Marc DeCuffa
Director of Wealth Management
Mario Adib
Brazil Director
Tulio Ribeiro
Financial Advisor
Peterson Cenerino
Financial Advisor
Rafael Nani
Financial Advisor
Pietro Galina
Financial Advisor
Felipe Mardakis
Financial Advisor
Carolyn Reynolds
Financial Advisor
Tatiane Teixeira
Financial Advisor
Raquel Schiavon
Business Development Lead
Jonatas Silva Neto
Business Development Lead
Joshua Graziani
Director of Proxy Health
Annette Raynor
Advisor Training & Development Specialist