
David Cruz brings over 8 years of total experience in private wealth management. Most recently, he worked as a Financial Consultant at Charles Schwab & TD Ameritrade for 6 years; two of the largest and most trusted wealth management firms in the U.S. Mr. Cruz is a Certified Financial Planner, passing the rigorous education, exam, experience and ethics requirements set by the CFP board. Mr. Cruz has experience with both the public and private markets working towards democratizing private investment access for the average investor. Mr. Cruz received his Bachelors degrees in Finance and Psychology from the University of South Florida.

Kyle Moffitt has deep experience in sales, management and
entrepreneurial ventures. For four years, Kyle spearheaded his solar
energy company with focus on delivering superior products and
unmatched customer service. His dedication to quality solidified the
company's reputation and laid the foundation for his transition into
alternative investments.
Recognizing the potential for diversification and growth, Kyle started
personally investing in real estate, ecommerce, and logistics. Through
hands-on experience, he honed his understanding of the nuances of
alternative investments, navigating both successes and setbacks with
resilience and determination. Kyle has an understanding of the
intricacies of alternative investments, allowing him to navigate this
complex landscape. His ability to leverage both victories and lessons
learned has fortified his expertise and positioned him as a reliable
partner.