Our Team

Meet the Enrichment Group

The Enrichment Group is made up of dedicated financial professionals who are committed to helping our clients achieve financial success. Based in Miami, Florida, we proudly boast a Chartered Financial Analyst, 4 CERTIFIED FINANCIAL PLANNER™ practitioners, 4 Registered Paraplanners™ (RP®), 2 Sudden Money advisors, and an extremely talented and helpful client service and support staff. You won’t find a more qualified, talented or passionate financial services team — anywhere!

Wealth Managers

Team Member

Kathleen Day CFP®, CFA, MBA

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Team Member

Pat Day

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Team Member

May Cheung CFP®

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Team Member

Carol Harlow CFP®

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Team Member

Stephen O. Wright CFP®, MBA

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Planning and Investment Support

Team Member

Kathy Beers RP®

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Team Member

Karis Perez RP®

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Team Member

Rebecca Garza, RP®

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Customer Service and Support

Team Member

Barbie Navarro

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Team Member

Vanessa Sandoval RP®

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Team Member

Ivonne Lopez

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