Jonathan Barrett
Jonathan Barrett brings over two decades of leadership in financial consulting, investment strategy, and corporate advisory. As the visionary CEO of SandStone Brokers, he has played a pivotal role in driving the firm’s expansion across global markets while maintaining its reputation for trust, integrity, and innovation..
Known for his strategic foresight and people-first leadership style, Franklin has guided organizations of all sizes—from Fortune 500 companies to ambitious startups—through complex financial challenges. His commitment lies in empowering clients with the right strategies to achieve long-term growth and resilience in today’s rapidly shifting economic landscape.
His leadership ensures Growth-Wealth remains not only competitive but also a trend-setter in global financial consulting.
Micheal Brook
Michael Brook brings over two decades of leadership in wealth management, inheritance planning, and cross-border asset allocation, making him one of the most trusted authorities in his field. At Growth-Wealth Brokers, Michael heads the Global Asset Management Division, where he oversees a diverse portfolio designed to protect generational wealth while creating sustainable opportunities for growth.
What distinguishes Michael is his unique dual capacity. In addition to his role at Growth-Wealth, he also serves as a senior consultant and affiliated advisor with Park Avenue Securities, a highly respected U.S.-based financial services firm known for its client-first approach to investment management and insurance solutions. His work with Park Avenue Securities has sharpened his insights into regulatory environments, succession strategies, and global financial architecture—insights he brings directly into his leadership at Growth-Wealth.
Michael’s expertise centers on inheritance structuring and asset allocation, where he designs tailored strategies for families, corporations, and institutions navigating the complexities of intergenerational wealth transfer. He has successfully guided clients through estate transitions, portfolio diversification, and wealth preservation across multiple jurisdictions, ensuring that assets remain both protected and strategically positioned for future growth. Under his guidance, GrowthWealth’s Global Asset Management Division has expanded its footprint into new markets while integrating advanced financial technologies that enhance client outcomes. His leadership philosophy is simple yet profound: wealth is not simply to be accumulated, but to be preserved, nurtured, and passed on with intention. By bridging the prestige of Park Avenue Securities with the forward-looking innovation of GrowthWealth Brokers, David represents the best of both worlds—grounded in tradition yet agile in navigating the financial challenges of tomorrow.
Sarah Whitman
Sarah Whitman leads Growth-Wealth’s Client Relations division with a dedication to building meaningful, long-lasting partnerships. With a career grounded in wealth management and institutional advisory, Sarah is responsible for ensuring that every client interaction reflects the firm’s values of trust, integrity, and excellence.
She has an innate ability to connect with diverse clients—from families seeking wealth preservation to multinational corporations navigating complex investments. Sarah’s personalized approach and commitment to transparency have earned her recognition as one of the most client-focused leaders in the industry.
Under her leadership, the division has strengthened Growth-Wealth’s global reputation for bespoke service, consistently achieving high satisfaction and loyalty rates. Sarah believes that financial consulting is not just about delivering solutions but about understanding people, their goals, and their aspirations—and then walking with them every step of the way.
Heather Aguinaldo
Heather Aguinaldo serves as the Director of Strategic Partnerships, where she oversees the cultivation of alliances that expand Growth-Wealth’s global reach and service offerings. She specializes in identifying opportunities for collaboration with financial institutions, technology innovators, and multinational corporations, ensuring that Growth-Wealth remains at the forefront of industry innovation.
Her work is deeply strategic—each partnership is designed not only to benefit the firm but to create added value for clients and stakeholders. Under Heather’s leadership, Growth-Wealth has entered into several groundbreaking collaborations that have enhanced client solutions, opened new markets, and strengthened the firm’s position as a global leader in consulting and brokerage.
Known for her dynamic energy and visionary mindset, Laura brings creativity and precision to her role. She believes that the future of finance lies in collaboration, innovation, and shared growth, and she ensures that Growth-Wealth continues to be a leader in forging these paths.
Samantha Perrette
Samantha Perrette is a leading expert in special needs planning, dedicated to providing comprehensive solutions for individuals with unique requirements. With a background in social work and extensive experience in the field, Samantha brings a compassionate and informed approach to her practice.
Her commitment to excellence is reflected in her ability to navigate the complexities of special needs planning, ensuring that each client receives personalized attention and support. Samantha’s expertise spans across various domains, including education, healthcare, and community resources, making her a valuable asset to families seeking specialized assistance.
Jonathan Myers
Jonathan Myers serves as Growth-Wealth’s Chief Operating Officer, where he oversees the firm’s global operations, ensuring seamless delivery of services across all markets. With a background spanning international finance, operations strategy, and large-scale transformation projects, Jonathan plays a pivotal role in aligning Growth-Wealth’s day-to-day execution with its long-term vision.
He is widely respected for his ability to balance efficiency with innovation. Jonathan has led multiple initiatives that streamlined processes, modernized infrastructure, and enhanced cross-border collaboration. His work ensures that Growth-Wealth’s clients, regardless of region, experience the same uncompromising standards of service and precision.
Beyond operations, Jonathan is passionate about building strong internal cultures. He believes that the firm’s strength lies in empowering its people and fostering collaboration across teams and geographies. His leadership style combines strategic foresight with operational rigor, ensuring that Growth-Wealth remains agile, scalable, and client-first in a rapidly evolving financial landscape.
Aaron Paglia
As Chief Financial Officer, Aaron Paglia provides the financial backbone of Growth-Wealth Brokers. He oversees global financial planning, corporate reporting, risk assessment, and strategic capital allocation, ensuring that the firm maintains its strength in an increasingly competitive marketplace.
Aaron’s career spans investment banking, private equity, and financial advisory, where he earned a reputation for his sharp analytical mind and uncompromising integrity. At Growth-Wealth, he has championed financial transparency and efficiency, building frameworks that allow the firm to adapt quickly while maintaining long-term stability.
He has played a critical role in supporting Growth-Wealth’s international expansion, identifying growth opportunities while safeguarding financial discipline. Aaron is a firm believer that numbers are not just metrics but strategic tools that, when properly harnessed, enable bold moves with confidence. His leadership ensures Growth-Wealth remains a financially secure and forward-looking organization.