29 Oct

Sheyla Fernandez

  • By Alan Allegra

Sheyla was born in Cuba, where she received her bachelor’s degree in accounting and finance, majoring in business administration. She came to the USA in 2009 with a bag full of dreams and prospects for the future. With more than 10 years of accounting experience, Sheyla has worked…

08 Oct

Kent C. Newhart

  • By Alan Allegra

The road less traveled certainly describes my personal and professional journey, and certainly made the difference in my life. My grandparents from England were homesteaders in Montana — therefore my adventurous spirit! I grew up in a small town that exemplified “It takes a village to raise a child”! Being…

07 Oct

Michael P. Boyko

  • By Alan Allegra

Michael P. Boyko is an account executive with ATA Financial Group, LLC. Mike is a financial services professional with over 30 years of industry experience. He possesses a strong background in creating financial and estate plans, and has extensive knowledge of investments and insurance products. Mike is FINRA Series 7, 63, and 66 licensed and…

06 Oct

Marietta Mirra

  • By Alan Allegra

Marietta Mirra is an administrative assistant at ATA Financial Group, LLC. She is responsible for processing the daily account applications and requests from wealth management clients and also assists the firm’s insurance agent with pending cases and in-force policy updates. Marietta brings to the firm over 30 years of customer service experience. Along with a strong work ethic, her most…

05 Oct

Stephanie Rodriguez

  • By Alan Allegra

Stephanie is our bookkeeper at ATA Financial Group LLC. She earned an associate degree in business and is proficient in QuickBooks. Her daily tasks include maintaining accurate company financial records, performing all functions related to payroll and sales tax reports, and reconciliation of client accounts. In addition, she possesses great organizational and problem-solving skills and is also quite tech-savvy!…

03 Oct

Denise Moll

  • By Alan Allegra

Denise is the office manager for ATA Financial Group LLC, bringing over 25 years of administrative and managerial office experience to the position. A client once gave Denise the nickname, “Chief Cook and Bottle Washer,” and she feels that fits her to a “T.” In addition to overseeing office operations and…

02 Oct

Daisy Serrano

  • By Alan Allegra

Meet our newest member of ATA Financial Group, LLC. Daisy is our office assistant and joined the team in January 2020. She is responsible for organizing and managing files, answering phones, delivering messages, offering administrative assistance where needed, and supporting other staff members with organizational tasks. She feels the best part of her job is meeting people and helping in…

01 Oct

Dobson

  • By Alan Allegra

The most “stationary” member of our team is Dobson. Brought to us via special delivery in November of 2019, he has proven to be an indispensable member of our team. With his quivering energy and many years of experience (which are evident), Dobson is highly qualified for his position. You…