Advisors
Patty Contreras
Founder | CEO | Generational Wealth Strategist
(909) 946-1551
Patty ContrerasFounder | Generational Wealth Advisor | Insurance & Financial ProfessionalPatty Contreras is a seasoned insurance and financial professional with more than three decades of experience helping business owners, executives,...
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Josh Contreras
CFO | Senior Vice President | National Sales Leader
(909) 946-1551
Josh Contreras graduated in the Winter of 2024 from The Neeley School of Business Management with an emphasis in Marketing at Texas Christian University (TCU) in the Sales Center. As a former TCU Football Athlete and Mixed Martial...
Ruby Nelson
Director of Operations
909-946-1551
Ruby Nelson Business CardRuby brings 40+ years of management operations experience in the private and governmental sectors; most importantly, she is skilled supporting C-Suite Executives and understands the importance of Excellence.
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