Financial Advisor & 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.

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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.

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 tax planning, investment, and wealth management, incorporating behavioral finance to design a financial plan tailored to each client's specific needs.

Financial Planning Associate

Seth plays a vital role with our financial planning team. As a Financial Planning Associate, he works on scenario testing and tax implications. Bringing experience from Victory Capital and JPMorgan. He's passionate about helping clients navigate their financial journey and is currently pursuing his CFP® designation.

Administrative Assistant ​

Perla is a dedicated administrative assistant with extensive experience in daily office operations, client services, meeting coordination, and record maintenance. She holds an Associate's degree and is currently pursuing her Bachelor's degree. Her professional background and commitment to providing a high level of client service makes her a strong asset to our team.

Client Service Associate

Alfonso (AJ) is very passionate about helping the community and aims to inspire people to achieve their goals. He plans to pursue his Master's degree specializing in Financial Planning.

Administrative Assistant

Mirella is a dedicated administrative professional with over 20 years of experience in administration, finance and customer service. She truly enjoys building positive relationships and creating a welcoming environment where clients feel comfortable and valued. Her goal is to make every client interaction a positive experience. She is passionate about delivering exceptional service and take pride in contributing to a team focused on trust, professionalism, and personalized client care.

Client Service Associate

Alyssa plays an essential role in supporting our team and clients with her warm, welcoming energy. She brings strong administrative expertise and a commitment to exceptional client service, ensuring everyone feels supported throughout their experience with us. Alyssa assists with meeting preparation, daily tasks, and day‑to‑day operations to keep everything running smoothly. She is also continuing on educating herself in the financial field, driven by her dedication to growing in her role and better serving our clients and team.