Indira Brizuela
CPA
Assistant Controller
...
EDUCATION
BA, Accounting, University of Carabobo
BIO
As Assistant Controller, Indira contributes to the firm’s strategic growth and financial stability by supporting operational accounting, financial reporting analysis, budget development and financial forecasting. Indira is a Certified Public Accountant (CPA) licensed in Iowa with a strong background in financial reporting from a broker-dealer and advisory firm that combines exceptional financial acumen with a strategic understanding of the wealth management industry.
JOINED FIRM
2025