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 has a history of executive administration management and was a marketing major at The University of Texas. She takes on the responsibilities of maintaining the firm and ensuring its ongoing operations.
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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.
Ornan Friesen
Financial Advisor
Ornan Friesen is a financial advisor with a background in small business. He is passionate about helping individuals and families reach their financial goals through careful planning and prudent money management. He started saving at a young age and believes in the importance of spending and investing with a purpose.
Financial Planner
Jose Antonio Cadena, CFP®, DPT is passionate about empowering millennials to take control of their finances. He brings a holistic, evidence-based approach, drawing from his experience as a healthcare provider. He emphasizes behavioral finance, recognizing that our choices shape our future.