
executive team

Eugene Oliva
Founder/Owner
& Chief Executive Officer
Licensed Broker & Financial Consultant
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Post-9/11 Service Disabled Combat Veteran
Prior Active Duty @ U.S. Marine Corps
Prior Business Analyst @ NYSE

Noel Oliva
Co-Founder/Co-Owner
& Chief Operations Officer
Licensed Broker & Financial Consultant

Don "DOC" Ballard
Medal Of Honor (MOH) Recipient​ Click Bio
Senior Executive Advisor​​​
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Vietnam U.S. Navy Combat Veteran
Fleet Marine Force (FMF) Medic
Retired Colonel, U.S. Army

Sara Moreira
Chief Technology Officer
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Maria Elena (Malena) Idrovo
Chief Marketing Officer
& Senior Project Manager​

John Escalante
Executive Advisor​​​
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Post-9/11 Service Disabled Veteran
Retired USMC Master Gunnery Sergeant
Assistant VP @ Santander Investment

Executive Assistant
DETAILS PENDING​​​

Chief Financial Officer
DETAILS PENDING​​​

Chief Legal Counsel
DETAILS PENDING​​​
ADVISORS
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Martha Rosario ​Advisor
Founder & CEO @ Alya's Complete Care
​Licensed Life, Health & Annuities Broker

Paul Medrano​ Advisor
Broker & Co-Founder/Co-Owner
@ PHP Agency
​Licensed Life, Health & Annuities Broker

Blanca Leyva​ Advisor
Founder & CEO @ Leyva Financial
​Licensed Life, Health & Annuities Broker

DETAILS PENDING
​Advisor

Daisy Huezo ​Advisor
Broker & Co-Owner @ PHP Agency
​Licensed Life, Health & Annuities Broker

DETAILS PENDING
​Advisor