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our team
Our Skilled Leaders
We help you see the world differently, discover opportunities you may never have imagined and achieve results that bridge what is with what can be.
CJ Davidson
Founder
Marc DeCuffa
Director of Wealth Management
Johanna Bravo
Partner & Co-Founder of Proxy Strategic Partners
Bryan Bravo
Partner & Co-Founder of Proxy Strategic Partners
Oleg Zviagin
Director of Financial Planning
Josh Elstein
Director of PSP Operations
Travis Nelson
Partnering Agent
Mario Adib
Brazil Director
Brian Wininger
Marketing Consultant
Jeremy Graziani
Operations Associate
Robert Mazur Jr.
Financial Advisor
Lukas DeWitt
Financial Advisor
Tulio Ribeiro
Financial Advisor
Peterson Senerino
Business Development Lead
Ricardo Gradin
Business Development Lead
Alessandra Jardim
Business Development Lead
Aline Eskandari
Business Development Lead
Victor Valle
Practice Expansion Consultant
Paulo Loureiro
Business Development Lead
our team
Imagine Wealth Partners
We help you see the world differently, discover opportunities you may never have imagined and achieve results that bridge what is with what can be.