Juan Carlos Barcena is a Financial Advisor for Principal Financial who specializes in retirement planning and employee benefits.  He has an MBA with a concentration in Finance and is the first one in his family to learn English and attend and graduate from college.  He decided to learn about financial planning to help his family and friends, as well as anyone who needs financial guidance, understand the financial options available to them to reduce financial risk and manage their wealth. 

Juan Carlos is happily married to his wife of 15 years, Miranda, and currently has a 11 year-old son (Juan Carlos Jr.) and a 7 year-old daughter (Bella).  He loves spending time with his family and, along with his wife, is doing his best to raise his kids with good moral values to help make this world a better place. 

Lucero Valle, the witty and professional Latina Photographer based in Austin, Texas. With a passion for photography and strategic visual content, I help brands and organizations communicate effectively and powerfully.

Specializing in advertising and commercial photography, my team and I create compelling imagery for small businesses, brands, and corporations. From corporate headshots and special events to product photography and personal branding portraits, we offer a range of services using state-of-the-art equipment. Whether in our studio or on location, we capture the essence of your company, inspiring and expressing its personality and values.

Join me on a captivating photographic journey and let's bring your brand to life through the lens.

JC Duque has over 20 years of wealth management and private banking experience. Providing innovative, top-tier services and solutions to high-net-worth clientele is JC’s main priority. Prior to joining Broadway Bank, he worked at several major financial institutions where he serviced high-net-worth clients living in Latin America and the United States.

JC graduated with a Business Administration Degree and achieved a master’s in marketing from the Universidad Metropolitana in Caracas, Venezuela. JC holds the Certified Exit Planning Advisor (CEPA) designation from the Exit Planning Institute.

https://www.linkedin.com/in/jcduque/
 

As the President of IronOak Wealth, I lead a financial services firm that serves a diverse group of clients. With over 19 years of experience in the financial industry, I have a passion for transferring financial knowledge to clients and helping them achieve their goals. I am big on educating clients on the WHY of their financial strategy. My core competencies include investment management, retirement strategy and estate planning. 

 

As a certified digital marketing consultant at WSI Marketing, I help Hispanic business owners in the United States increase brand awareness, drive effective communication, generate leads and sales, and free up time for core operations. My experience in simplifying internet marketing makes it accessible to everyone, ensuring your message resonates and generates results. Join me on this revolutionary journey to boost your company's digital presence.