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
Johanna Bravo
Partner & Co-Founder of Proxy Strategic Partners
Bryan Bravo
Partner & Co-Founder of Proxy Strategic Partners
Josh Elstein
Director of PSP Operations
Joshua Graziani
Director of Proxy Health
Mario Adib
Brazil Director
Dani Gardiner
Financial Advisor
Annette Raynor
Advisor Training & Development Specialist
Alicia Wietzel
Business Development Lead
Kris Miller
Business Development Lead
Tulio Ribeiro
Financial Advisor
Lukas DeWitt
Financial Advisor
Felipe Mardakis
Financial Advisor
Peterson Senerino
Financial Advisor
Pietro Galina
Financial Advisor
Rafael Nani
Financial Advisor
Travis Nelson
Benefits Consultant