Our Team
Our team is comprised of highly qualified and dedicated professionals, each an expert in their respective field. With extensive industry experience, they possess the knowledge and skills necessary to deliver comprehensive, top-tier services to our clients.
Joshua Molina
Joshua Molina
With over 25 years of experience in the financial industry, Joshua Molina leads our team with vision, integrity, and a client-first approach. Since 2007, he has worked one-on-one with individuals and businesses to provide customized financial solutions that meet their unique goals. Holding a Bachelor’s degree in Legal Studies, Joshua combines strategic insight with a deep understanding of industry trends to guide the firm forward. His commitment to excellence and personal service is the foundation of everything we do.
Nancy Tejeda
Nancy Tejeda
Nancy Tejda brings years of experience and a deep commitment to accuracy and client care as our Tax Preparer Manager. Known for her attention to detail and personalized service, Nancy leads our tax team with integrity and expertise. Whether she's guiding clients through complex returns or mentoring staff, Nancy ensures every client feels confident and supported throughout the tax process.
Joshua Gallardo
As our Human Resources Director, Joshua plays a key role in shaping a positive and productive workplace culture. With a strong background in HR strategy, employee relations, and organizational development, he ensures that our team is supported, valued, and aligned with our company’s mission. Joshua is known for his approachable leadership style, clear communication, and commitment to fostering a healthy, high-performing work environment. His people-first mindset makes him a trusted advocate for both staff and leadership.