Meet the Advisors Team

Kyle Bailey

Associate Tax Advisor
Kyle has built his career at the intersection of financial…

Alfredo Valverde, PhD, CFA®

Associate Advisor, Prehmus Financial
Alfredo loves helping people feel clear and confident about their…

Daniel Corr, CFP®

Associate Advisor
Daniel is committed to delivering technical excellence to every client,…

Andrew Cole, CFP®

Associate Advisor
Andrew is a people person and genuinely enjoys the community…

Paris Thompson

Associate
Paris is passionate about building meaningful relationships with clients and…

Agustin Vega

Relationship Manager
With over 18 years of experience in the financial industry,…
Scott Levy

Scott Levy

Partner, Prehmus Financial
Scott has served as a financial advisor for more than…
Ryan Self

Ryan Self

Personal Wealth Advisor, Prehmus Financial
Ryan has built his entire career around serving others. He…
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