Meet Our Team
ABOUT LUIS
I came to the U.S. from the Dominican Republic at 11 years old. Like a lot of first-generation professionals, I learned two languages: English, and money - and nobody in my family could teach me the second one.
That experience shapes how I work with clients today. Most of the Latino executives I work with didn't inherit a financial playbook either - they built their career, learned the industry, earned the title, often while their family looked to them, not the other way around.
Now they're managing equity compensation, tax complexity, and wealth-building decisions with real stakes, and they want a strategist who gets both the technical side and the lived experience of being first.
I became a CERTIFIED FINANCIAL PLANNER™ professional and IRS Enrolled Agent to bring real technical depth to that work - tax strategy, investment planning, and long-term wealth building for people whose financial lives have outgrown generic advice.
ABOUT MIRANDA
Miranda Petersen
Client Service Associate
Savvy Wealth
I’m a Client Service Associate with three years of industry experience, focused on delivering thoughtful, detail-driven support to both clients and advisors. I’m a proud Purdue University graduate and hold my Series 7 and SIE licenses, giving me a strong foundation in both service and securities.
Originally from Atlanta, I recently traded peaches for palm trees and now call Orlando home. When I’m not supporting clients, you can usually find me spending time with my fiancé, Bailey, and our two dogs cheering on some football games!
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