Meet The Team
Financial Advisor and CEO
Serge is a SmartVestor Pro, college professor, and former US Diplomat. Serge loves the place where data, math, and people come together. He is a distance athlete and triathlete who appreciates discipline and hard work.
Financial Planner
Rosa Ybarra is a CERTIFIED FINANCIAL PLANNER™. She is a Partner of Endurance Financial Planning and is a Financial Planner. She serves clients of all ages and income levels with a focus on wealth management and comprehensive financial planning services.

Jessica S. Garcia
Operations Officer
Jessica is a graduate of the McCombs Business School at the University of Texas and has a history of operational administration in financial operations, retail, and international affairs.
Financial Advisor
Houston Branch
Timothy Fleming is a financial advisor based in the Houston, Texas area. He enjoys building relationships with clients of all ages and working with them to create and implement long-term investment and financial planning strategies. His focus is on retirement planning, education planning, wealth management, and personal finance coaching.
Financial Planner
Jose Antonio Cadena, CFP®, DPT is passionate about empowering individuals to take control of their finances. He brings a holistic approach, drawing from his experience as a healthcare provider. He emphasizes behavioral finance, recognizing that our choices shape our future.

Perla Canales
Administrative Assistant
Perla is a dedicated college student with an Associate's degree and pursuing a Bachelor's degree. She has experience in daily office operations, client services, meeting coordination, and record maintenance.

Zoe Reyna
Client Services
Zoe is our Client Service Associate who plays a key role in supporting clients and advisors by ensuring a smooth, professional client experience. She also assists advisors with meeting preparation, investment transactions, and follow-up tasks, and coordinates with custodians and other financial institutions as needed.

Alfonso Jasso Jr.
Administrative Assistant
Alfonso (AJ) is very passionate about helping the community and aims to inspire people to achieve their goals. He is currently pursuing a Bachelor's degree in Entrepreneurship & Innovation, with ambitions to obtain a Master's degree specializing in Financial Planning.


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