Our Command

Forging Financial Strategists

Our executive leaders serve not only as mentors but also as proactive builders of lasting wealth, guiding every associate with steadfast discipline and proven expertise in the field.

Our ALPHA TEAM LEADER

Mentorship That Builds Legacies

Branch Head | Portfolio Manager

Lily Beth Dela Cruz pfa, awp, cepp

Our principal director brings a decade of market-shaping insights, personally overseeing critical engagements and leadership development within the academy.

Unit Head | Portfolio Manager

Shirly Tan

The head of our training academy instills the Spartan ALPHA ethos, translating complex financial strategies into actionable, repeatable success frameworks for all associates.

Unit Head | Portfolio Manager

Rogelio Barcelita

A senior partner with a proven track record in wealth management, specializing in long-term portfolio growth and client legacy planning for high-net-worth individuals.

A senior partner with a proven track record in wealth management, specializing in long-term portfolio growth and client legacy planning for high-net-worth individuals.

Geneveb Pinili

Unit Head | Portfolio Manager

email: dclilybeth@tdsalpha.com

Unit Head | Portfolio Manager

Ruth Lacano

A senior partner with a proven track record in wealth management, specializing in long-term portfolio growth and client legacy planning for high-net-worth individuals.

Shari

Unit Head | Portfolio Manager

A senior partner with a proven track record in wealth management, specializing in long-term portfolio growth and client legacy planning for high-net-worth individuals.

Financial Life Planner | Agency Admin

Christine Moldez

Our principal director brings a decade of market-shaping insights, personally overseeing critical engagements and leadership development within the academy.

Financial Life Planner

Erwin Quinajon

The head of our training academy instills the Spartan ALPHA ethos, translating complex financial strategies into actionable, repeatable success frameworks for all associates.

Financial Life Planner

Jessy Rigor

A senior partner with a proven track record in wealth management, specializing in long-term portfolio growth and client legacy planning for high-net-worth individuals.

A senior partner with a proven track record in wealth management, specializing in long-term portfolio growth and client legacy planning for high-net-worth individuals.

Jayson

Financial Life Planner

Kristel Ann Betua

Financial Life Planner

Financial Life Planner

Add-On

A senior partner with a proven track record in wealth management, specializing in long-term portfolio growth and client legacy planning for high-net-worth individuals.

A senior partner with a proven track record in wealth management, specializing in long-term portfolio growth and client legacy planning for high-net-worth individuals.

Ready to Build Your Legacy?

Join the ranks of disciplined financial strategists. Our next elite mentorship cohort is forming now.