Founder & CEO
Velda has been in the financial services field her entire career with the last 25 years concentrated in financial planning and investments. She gained a lot experience while employed nine years at a national bank as an investment officer working i...
Logan joined the Eugenias Advisory Group team in 2017 and serves our clients as an Associate Financial Planner. Based in our Nashville office, he serves on the Investment Committee and is part of the Financial Planning team. His job is to part...
Mauricio Cortes Resendiz
Portfolio Analyst & Associate Planner
Mauricio is a Vanderbilt MBA and joined the Eugenias Advisory Group team in January 2018. With over 4 years of experience in the financial services industry, Mauricio brings the knowledge and passion necessary to serve our clients as a Portfolio...
Client Services Associate - Gadsden
Danielle joined the Eugenias Advisory Group team in 2019 as a Client Service Associate. Located in the Gadsden office, Danielle helps with day to day activities in the office.
Client Services Manager
Angela joined Eugenias Advisory Group in 2015 and has quickly become a leader of the Client Services Team. Angela is a meticulous and dedicated worker with an outstanding attitude. Our primary goal is excellent quality to service to you. We have a...
Tyler joined the Eugenias Advisory Team in July 2019, and serves our clients as an Associate Financial Planner. Based in our Nashville office, his job is to assist the Financial Planners in all aspects of servicing our ...
April joined the Eugenias Advisory Group team in 2018 as Operations Manager. April is located in our Gadsden office and is responsible for day to day operations for the entire Eugenias Advisory Group Client base. She is part of the administrativ...
Hill Compliance Advisors provide comprehensive compliance services and solutions for financial professionals of a Registered Investment Advisor (RIA) firm. Compliance is a crucial part of the firm and it must be done with exact precision, diligenc...
Tracy began consulting with Eugenias Advisory Group in February 2019. Tracy is the founder and President of Soulsby Accounting. As president, Tracy is involved with every aspect of the business. She manages client projects and works closely with S...