Meet the Business Transitions Planning Team
Select a team member to learn more about them.
RAY V. PADRÓN, CPA, CFP®, CIMA®
Chief Executive Officer | Wealth Advisor
Ray has over 25 years of experience working through the complex wealth planning issues business owners, executives, and retirees face. His expertise and experience bring a unique perspective regarding how his clients' wealth is built, preserved and deployed for greatest impact.
ANNIKA CUSHNIE, CFP®, CIMA®, CEXP™
Partner | Wealth Advisor
Annika's experience and passion for working with attorneys and business owners make her uniquely positioned to help her clients reach their financial and lifetime goals. As a Certified Exit Planner, she helps business owners think strategically about their business and personal wealth planning.