Meet Our Team

Frank has over 10 years of experience in the investment and insurance industry. Starting out as a young newbie in the industry to becoming the Agent of the Year in 2019 for the Southern California General Office. He is a firm believer in personal excellence and personal development which he attributes to his success. Frank is a member of the Million Dollar Round Table* (MDRT) and belongs to a study group of top advisors. He has accomplished Chairman’s Council** of top advisors and has been invited to speak at the Executive Council in Washington in 2019, where he shared his journey of success. Frank believes in giving back and has done so by guest speaking at engagements for local organizations and fundraisers. He is a contributor to Ferreiras Legales & Womens Empowerment here in his hometown of Downey, an organization dear to his heart as he is the father of 3 beautiful little girls.

When Frank is not working, he is enjoying his number one passion, spending time with his beautiful wife Jennifer and their 3 girls. He stays active playing in Downey basketball and volleyball leagues. He attends church service at Our Lady of Perpetual Hope in Downey where he is an Lector and Eucharistic Minister. Even in his off-time Frank enjoys learning and implementing all he uncovers with his personal development and uses this to propel his team to success, both personally and in their careers.

*The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

**Council is an annual company recognition program based on agent production from July 1- June 30.

Ally possesses her Insurance and Securities licenses. She has over 10 years in the financial services industry, 9 of which were with JP Morgan meeting the needs of the most affluent cliental. She has over 20 years of sales experience and is grateful for the clients who have trusted her enough to follow her. Ally believes the key to success is treating people how you would like to be treated, incorporating the key components of trust and honesty to genuinely cultivate lifelong relationships. There is no greater compliment than the trust of a referral.

When Ally is not busy at Arbor Wealth, she enjoys time with her family. She is the proud wife of a retired 30-year Law Enforcement Officer and mother to 3 amazing kids and is anxiously awaiting grandbabies. She is also the caregiver for her 88-year-old father. Aside from a busy work and home life, Ally enjoys reading books, working out with her husband, playing with her Great Dane and the occasional weekend trip in their RV.

Prior to becoming an agent and joining the Arbor Wealth family, Christopher always knew that being in customer service would always be his landing spot because of his deep passion to help people. Christopher has made his living offering essential services to his clientele.

When not working, Christopher enjoys serving the community as a member of the OLPH church where he assists as a Eucharistic minister and a Lector. He enjoys spending time with his wife Monica, their two sons, Christopher Jr, and Alejandro.

Gloria grew up in a Southeast LA underprivileged community and was raised by tireless immigrant small business owners. Through their vigorous work ethic and determination, they cultivated her character with integrity, diligence, and perseverance.

From a young age she developed a love for learning making her a consistent top student throughout her academic career, leading her to study Biology at one of the top institutions in the nation, Amherst College. Following her studies she joined the e-commerce industry where she gained 10+ years of experience in client relations and 5+ years in operations management as well as sales support.

Her draw into finance surfaced from a realization that financial literacy was lacking in her own upbringing and her community. Inspired to be a resource for her community and help spread financial awareness, she redirected her career trajectory into the financial services industry.

Gloria is a proud mother who loves exploring nature hikes and has a heart for creativity. She enjoys volunteering and serving as a board member of Budding Artists, a non-profit organization based in city of Lynwood, CA. Occasionally you can find her performing original spoken word poetry at local open mics or admiring works of art at local art exhibits. 

Suzi always enjoys having her hand in the creation of smiles. She ran a small custom desserts company while working a day job in the tech industry for over 15 years. She has been on the teams of many startups all the way to well-known companies like Apple. Suzi has led sales teams through integrity and empathy and is known for taking each task beyond completion; driving results greater than ever imagined. . 

Suzi enjoys keeping herself busy, when she is not at work; she is focusing her time with her family on making the world a better place. She enjoys volunteering with multiple organizations, from raising thousands of dollars while competing in the Lavaman triathlon, to making cakes for children impacted by cancer. She has two girls who have taken after their mom-thriving in High School while being creative and big hearted. Then to put a cherry on top- a wonderful Guy supporting and loving them all.