Founder & CEO
Velda has been in the financial services field her entire career with the last 25 years concentrated in financial planning and i...
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.
Danielle is currently a sophomore at Jacksonville State Unive...
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...
Sarah joined Eugenias Advisory Group team in May of 2019 as a Client Services Associate. Prior to starting full time, she served an internship role with us in 2016 during her college years. Sarah is located in our Brentwood office, assisting with ...
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...
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...