About Our Business
What drives us can best be summed up by passion. We love what we do and are dedicated to working in the best interest of our clients. We want to educate others to become more financially confident so they can make better financial decisions to take care of themselves and their loved ones. With decades of experience, we aim to help you pursue your financial goals.
Our Mission
Our mission is to help protect our clients from the financial implications in life that don’t prepare them for the unexpected or for being able to live beyond their life expectancy.
Our focus is to help you gain financial confidence and realize new opportunities. We help you pursue this through our client-centered approach and make sure you are progressing toward your goals and receiving our custom-tailored recommendations.
Thomas P. Hajny, CFP®, CLU®, ChFC®, RICP®
Financial Advisor
Carolina Montibelli
MSF / CEO
Carolina’s perseverance and willingness to help others led her to be the chair of EnVia Financial and she brought to life EnVia Multiversity, an educational platform that offers programs and seminars for individuals, couples, families,...
ReyMichael Marquez
Insurance Agent