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Signed in as:

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  • Home
  • Services
    • Professional Liability
    • Tax and Accounting
    • Debt Management
    • Financial Planning
    • Risk Management
    • Management Services Org
  • Member Portal
    • Financial Professional
  • Gallery
  • Meet Our Team

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About Us

MEET OUR TEAM

ALONE WE CAN DO SO LITTLE, TOGETHER WE CAN DO SO MUCH

ANA MARIA RAVAN

Licensed Professional for over 20 years. Ana María has a wealth of knowledge in accounting and taxes. She currently works with mid-size companies and large enterprises managing their accounting books and proving financial guidance. 

MIKE BOEAN

Mike is a business owner focused on real estate investing. He posses an extensive knowledge in the areas of construction and real estate. And for the last couple of years as a license financial professional his focus is to help business owners with proper planning. 

JERRY LAZO

Licensed Professional for over a decade. Jerry, has an extensive knowledge in the areas of business planning and financial planning. Currently, he is the CEO of Lazo Tax & Associates. 

SHEMICA CLARK

Licensed Financial Professional. Shemica is currently dedicated to help underserved families in her community with financial literacy. She has previously manage chain restaurants and her servant heart and enthusiasm allows her to truly make an impact in the lives of many. 

MARIA SIMMONS

Licensed Financial Professional and Realtor. Maria's focus is to help families navigate the most important step of their lives, buying or selling a home, while providing them a broader look of their finances. As a licensed professional, Maria provides financial solutions to protect families legacies. 

SHANNA FRISBY

As an Office Operations Assistant for Nxtvisor, Shanna oversees clients accounts and support our business operations. She has a heart of gold. She is a long-time life coach helping people during their most challenging times to find hope and help them thrive. 

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