Mariana holds the Certified Family Business Specialist designation through the American College. As a leader in the Latinx community, she manages her practice of servicing clients to help them meet their financial goals and needs.

She holds a BA in economics from the City University of New York at Queens College. Having been in the financial services industry since 1998, she has been a passionate advocate for helping the Latinx Community increase their financial literacy, specifically in the area of proper estate planning for the financial stability of their families and their businesses. Her focus is on holistic planning for professionals and business owners. She has presented and serviced a wide range of industries, to empower the community by providing tools for improving its fiscal fitness. Throughout her career, she has addressed organizations such as

• The Hispanic Medical Association of Houston
• The Houston Hispanic Chamber of Commerce
• The Institute of Hispanic Culture
• The Hispanic Dental Association
• HACER
• ALPFA
• Latin Women’s Initiative
• Telemundo and Univision

Mariana is a Member of Million Dollar Roundtable and 2024 Leader's conference qualifier*. In addition, Mariana has qualified for MassMutual Blue Chip Council, and in 2014 she was named agent of the year for Strategic Financial Group and also in 2014 qualified to Top of the council with Strategic Financial Group.

She was born in Medellin, Colombia, and then migrated to New York at the age of 13, having had first-hand knowledge of what it is like to be truly bicultural. Happily married since 1992 and a mother of two young professionals, Mariana strives to balance a career of excellence, community involvement, and family life.

*Recognized by Massachusetts Mutual Life Insurance Company (MassMutual) based on prior calendar year sales. Recipients are registered representatives of MML Investors Services, LLC, a MassMutual subsidiary.

Nick grew up in Cleveland, Ohio – don’t hold that against him – and moved to Houston, Texas as soon as he was old enough to drive. He went to the University of Pittsburgh for his undergraduate education and then returned to the great state of Texas to study law at South Texas College of Law. It was there he met his wife Whitney, who is a prosecutor for the Harris County District Attorney’s office in Houston. The two of them love to spend their weekends with their dogs and growing family cheering on their favorite sports teams even if they don’t always agree on who to root for. Nick is also a hunter, outdoorsman, and very average golfer.

As a financial planner, Nick specializes in helping professionals not only create clarity on their financial goals, but also helping them make the most of their hard-earned dollars. He does this by being intentional with their assets and maximizing their free time through an efficient planning process. It is his belief that we should not spend years working ourselves to the bone only to continue to stress over finances.

Nick says most professionals simply don't have time to give the financial aspects of their lives and careers the attention they deserve. It is Nick’s goal to help alleviate that concern and focuses his planning not only on the here and now but also on the future. With his legal background he brings a unique perspective and can assist his clients, along with their legal professionals, with the finer points of estate planning strategies. This allows them to properly protect not only what they have built, but also the people they care about most.

The cornerstone of Nick’s practice is implementing a positive and collaborative process. Part of what drew him to this career was the opportunity to help people in an impactful way. He honestly believes that every person and their goals are unique, and it is his job to zealously and unwaveringly advocate for the goals and paths his clients choose.

In addition to his work as a financial planner, he is licensed in life and health products as well as all securities with his FINRA Series 7, 66, and 24 licenses.

With over 20 years of experience in the financial sector, Anna is a seasoned professional who has excelled as both a Financial Advisor and a Supervisory Officer. Her extensive background has provided her with a deep understanding of the comprehensive financial planning process.

Born and raised in St. Petersburg, Russia, Anna embarked on a journey to the United States to pursue her MBA at Youngstown State University in Ohio. During her academic pursuits, she joined a Broker Dealer, where she gained invaluable insights into financial products and services. In 2007, Anna relocated to Houston and joined MassMutual Greater Houston, which is now called Strategic Financial Group, a MassMutual firm. During her tenure there, she focused on developing personalized strategies tailored to helping clients meet their financial goals, assisting them in making informed decisions.

After her initial time with MassMutual Greater Houston, Anna joined Oak Harvest Financial Group, a boutique Houston-based retirement income, and tax planning company, as a Lead Advisor for several years. She has now returned to Duenna Wealth Associates, where she serves as a Financial Planner specializing in wealth protection strategies.

Anna has obtained her Certified Financial Planner™ Professional designation by completing New York University's Certificate in Financial Planning certification. Additionally, she holds the Accredited Investment Fiduciary® designation and possesses the FINRA 7 and 66 licenses. Anna also earned the National Social Security Advisor Certificate. This education helps her to offer thoughtful, strategic advice on helping clients maximize their Social Security benefits.

Anna firmly believes that all accomplishments begin with meticulous planning. Together with her team, she is dedicated to assisting individuals in creating a roadmap for their future endeavors, such as retirement planning, wealth protection, and preparing for life's uncertainties.

Despite her busy lifestyle as a devoted mother to two energetic boys, Anna always finds time for her passions, including traveling, reading, and attending art and theater events.

My name is Jeremy Helmcamp, and I am a Financial Representative for Duenna Wealth Associates. I was born and raised in Midland, Texas, where oil seemed to be the only thing worth talking about. Given that my family was part of this industry, I grew up watching the impact that volatility had on the town, where people could gain mass wealth and lose everything all in the same week.

My passion for ministry and foundation of my faith all began in 1st grade, when my parents enrolled me at the school, Midland Christian. I attended there until I eventually graduated high school in 2018. Many of my teachers deserve credit for the mentorship and wisdom they imparted on my life. They taught me the foundations of scripture, brought me on mission trips, and lived out their faith by loving and taking care of people. To this day, I keep up with many of them and seek their counsel on life challenges.

After high school, I went on to obtain a Bachelor of Science in Public Health and Minor in Spanish at Texas A&M University. This field of study was not my original plan, but my desire to minister and serve others pushed me in a direction where I could do that firsthand. Upon graduating in 2021, I went on to do a church residency at WoodsEdge Community Church, as well as began my M.A. in Chaplaincy and Ministry Care at Dallas Theological Seminary. As a resident on the Prayer and Care team, I was mentored my pastors that specialized in counseling, addiction recovery, marriage, funerals, and crisis situations. The experienced I gained working with them allowed me to help people in need and learn how to counsel others.

Towards the end of my residency, I got connected with someone in the financial services industry through the church. I knew my seminary would take many years to complete, so I wanted to build a career while I continued my education. I took the opportunity to work under two financial professional, where I was introduced to the complexity of the financial world. I shadowed these financial professionals, as they planned out financial security for clients, whether it was insurance, investments, or retirement. My duties included processing new business and performing maintenance for retirement and investment accounts, which showed me how crucial it was to educate people in managing their wealth. To my amazement, I could see how I could apply my ministry background in working with people and helping to provide them with financial security.

My goal now is to build a financial service practice that strives to truly take care of clients and act in their best interest. The lesson that has been the most valuable to me is that ministry can take place anywhere, which is the mindset I will bring to my practice. I hope to develop close relationships and be a resource that can help put people on a stable path to their financial goals.

Isamar graduated from the University of Houston Bauer School of Business with a Bachelor of Business Administration in Finance and Minor in Global Energy Management and Entrepreneurship. Before that, she received her Associate of Arts in General Studies at Brazosport College.

She’s been a financial services representative since 2012, and in 2017 she transitioned to become Mariana’s Junior Associate. Isamar is a first-generation college student. Her parents migrated from Chihuahua, Mexico to the United States in 1989 to provide their family with a better quality of life. At an early age, she took it upon herself to help her parents and family with their finances, which she still does today. 

She believes in helping individuals and small businesses work towards pursuing their financial goals. She considers herself honest, efficient, responsible, and resilient.  Since beginning her career in finance, she’s won Rookie of the Year in 2013, the Fast Pace Award in 2013, Rising Leader in 2012 and 2013, and was a participant in the Association for Houston Hispanic Chamber of Commerce and Hispanic Medical American Association.

She resides in Brazoria County with her husband, son, and daughter. She loves traveling, spending time with her family and interior decor.

Wendy is Duenna Wealth Associates’ newest member and hails from the beautiful state of San Luis Potosi in Mexico. She moved to Houston as a toddler and has lived in Texas’ Space City ever since. Her love for her home city is so great that she couldn’t bear to leave it when going to college and she chose to attend Houston’s own Rice University (Go Owls!) for her undergraduate degree. Wendy received her Bachelor of Arts in Economics from Rice University’s school of Social Sciences in May of 2023 and became the first in her family to receive a degree in secondary education.

While completing her bachelor's degree in economics, Wendy developed a deep interest in the areas of Health Economics and Education. In order to bring these two passions together and make good use of her economics degree, she has chosen to pursue a career in the field of financial services. Wendy joined the Duenna Wealth Associates team in 2022 the summer after her junior year of college as an intern for the company. Her current role is assistant to our President, Mariana I. Ruiz-Posada, and her associates Anna Dashkevich, Nicholas Pelini and Jeremy Helmcamp. As an assistant, she will be developing the necessary background skills required to be an efficient and well-prepared financial professional. She is currently licensed to work with Life and Health products in the state of Texas and is working towards completing her Series 7 and 66 licenses.

Wendy believes that one of the most important factors in accomplishing one’s goals, whether academic, personal, or business related, is one’s financial preparedness. Her purpose as a financial professional in training is to develop the necessary skills required to help her clients set up individualized financial wellness plans that will assist them in reaching their goals. As a first-generation Latine graduate herself, one of the communities she wants to learn how to advise first are first gen professionals learning to pave their way after graduation.