Marc Sigel 

Financial Professional

Marc has been in the financial services industry since graduating from Boston University with a degree in Finance in 1992. He specializes in comprehensive retirement and estate planning strategies for clients throughout South Florida. Recognized for his industry contributions, Marc has authored articles published in Financial Planning Magazine and frequently conducts educational retirement seminars for organizations across the region.

Outside of work, Marc lives in Boynton Beach with his wife, Beth. A dedicated Boston sports fan and proud member of Red Sox Nation, he enjoys staying active with regular exercise and year-round golf.

Gary Alexander

Financial Professional

Gary has been in the financial services industry for over 18 years, gaining extensive experience through his background in trading and compliance. As an investment advisor representative, Gary brings strong regulatory insight to his practice in managing client assets.

A graduate of Florida Atlantic University, Gary holds a series of securities registrations including his Series 7, 24, 55, 63, and 66. Originally from New York, he has been a long-time resident of South Florida. Outside of work, Gary loves to travel and cherishes spending quality time with his children, who are now young adults.

Ana Zamora

Financial Professional

Ana has been in the financial services industry since 2017, bringing a holistic, relationship-driven approach to financial planning. Originally born in Colombia and fluent in both Spanish and English, she has lived in Florida since 2011 and is proud to serve her community. Dedicated to education and empowerment, Ana has a special focus on working with women and members of the LGBTQ+ community, helping clients build secure futures with confidence.

Happily married and a strong believer in giving back, Ana loves practicing yoga and exploring the world through travel outside of work.