Our Team

Erica Guillen, SHRM-CP

Erica Guillen, SHRM-CP, Director of Human Resources

Erica Guillen is a driven, energetic, and evolving HR professional.  She brings over twenty years of progressive Human Resources experience in diverse industries including architecture, healthcare and finance to name a few.  Erica specializes in spotting raw talent and working within the intricacies of people management in an ever changing world.

Erica graduated Florida International University with a BS in Human Resources Management. She is a member of the Society for Human Resource Management (SHRM) and has held a SHRM-CP certification since 2015.

Erica resides in Queens, New York with her husband. When not catching a NY Mets game, she enjoys dining out, practicing yoga, and traveling.

“Our people are our biggest asset! It is truly about getting the best people, retaining them, nurturing a creative environment and helping them find a way to continue innovating.”

Our people are our greatest assets at the firm. By hiring the best in the industry and cultivating their development throughout their careers, we have built a top wealth management firm made up of true experts in their fields who love what they do and are committed to their clients’ best interests.

Experienced professionals

Helping clients realize their dreams through objectivity and personal accountability.