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About Us / Meet Our Team
Home - About Us / Meet Our Team
Marlon Moran
Team Leader/ CEO.
Building a Legacy – Empowering Our Community
My mission goes beyond business — it’s about creating a positive impact on every individual around me. I believe in education, empathy, and care. I want to touch the lives of each person in my circle, my neighborhood, and my community.
Growing up in Caribbean and now serving Connecticut and New York, I’ve learned that true success is about more than transactions. It’s about helping families protect what matters most, guiding small business owners to financial stability, and inspiring others to build wealth that lasts for generations.
I am committed to educating and empowering others—whether it's through financial literacy, real estate, insurance, or taxes. I believe that when we uplift each other, we create a cycle of growth, opportunity, and legacy.
Come Out Legacy isn’t just a brand—it's a movement. It’s my promise that growth never stops. The more I grow, the more I can give. And my greatest fulfillment comes from being able to serve and impact lives — every day.
If you’re ready to protect your future, invest in your dreams, or start a new chapter, my team and I are here to walk with you on that journey. Because together, we build a legacy that lasts forever.
Ashley Valverde
Ashley Valverde: Insurance Licensed Professional &
Team Coach
Ashley Valverde oversees the insurance operations with a strong background in insurance industry knowledge. She is dedicated to supporting and coaching our team members, ensuring they provide expert advice to our community every day.
Ashley has worn many hats and is incredibly proud of helping to build our exceptional team. She takes pride in being the go-to expert for managing insurance for our clients, constantly educating and empowering her team to serve our community with excellence.
Her leadership and passion help us operate seamlessly both in and out of the office, making a positive impact every day.
Carl Fratarcangeli
Carl Fratarcangeli: Commercial & Personal Insurance Specialist
Carl Fratarcangeli has over 9 years of experience in the insurance industry across Connecticut and New York. He specializes in both personal and commercial insurance, helping business owners and families protect what matters most.
Carl is proud of serving our communities and is dedicated to providing the best coverage options. As a licensed professional in both personal and commercial insurance, he is the expert you can trust to find the right solutions for your needs.
Elda Duran
Elda: Your Personal & Commercial Insurance Expert
Elda is a licensed professional with extensive experience in both personal and commercial insurance. She specializes in identifying insurance opportunities tailored to each client, managing a diverse portfolio of clients across various industries.
Her expertise includes developing risk management strategies, overseeing policy renewals, and tracking claims to ensure clients are properly protected. Elda’s dedication helps us provide comprehensive and reliable insurance solutions for individuals and business owners alike.
Ashlin Ventura
Ashlin Ventura: Insurance Specialist & Community Advocate
Ashlin Ventura has dedicated her career to helping our community find the right insurance coverage. She loves educating clients about the importance of protection and explaining coverages many people don’t even know exist, like umbrella policies.
Her passion is making sure every client understands their options so they can have the best protection for their families and assets. Ashlin truly believes that a well-informed client is a protected client.
Alejandro Ahumada
Commercial & Personal Insurance Advisor
Alejandro Ahumada is a Commercial and Personal Insurance Advisor at Moran Agencies, where he helps individuals, families, and business owners find the right insurance protection for their needs.
With a strong focus on client relationships, Alejandro works closely with clients to understand their risks and provide tailored insurance solutions. Whether assisting with personal coverage or helping businesses protect their operations, he is committed to making the process clear, simple, and reliable.
Alejandro believes that the right insurance coverage is an important part of long-term financial security. By educating clients and guiding them through their options, he helps them make informed decisions that protect their assets and future.
At Moran Agencies, Alejandro enjoys being part of a team dedicated to serving the community and providing trusted guidance. He takes pride in helping clients feel confident knowing they have the protection they need.
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Stephanie Gonzalez
Stephanie Gonzalez: Community-Focused Insurance Professional
Stephanie Gonzalez genuinely cares about her community and has dedicated her career to helping families and individuals find the right insurance coverage. She is passionate about educating clients on the importance of protection and explaining coverages many people don’t even know exist, like umbrella policies.
Her goal is to ensure every client understands their options so they can secure the best protection for their families and assets. Stephanie firmly believes that a well-informed client is a protected client.
John Olmo
Team Leader and Tax Pro.
Meet John: Financial & Tax Specialist
John is a dedicated finance professional with extensive experience in tax preparation, accounting, and financial management. Since 2019, he has grown from a tax preparer to handling complex roles such as payroll, accounts payable, accounts receivable, and office administration.
John's strong problem-solving skills, attention to detail, and adaptability with new technology and software make him an invaluable asset. His dedication ensures all financial challenges are met with efficiency and precision, making him a key part of our team.
Melissa A. Helmer
Marketing and Public Relations.
Melissa Coordinating all public relations activities. Developing a marketing communications plan including strategy, goals, budget and tactics. Developing a media relations strategy, seeking high-level placements in print, broadcast and online media.
Fernando Urrutia
Insurance Services Advisor
Fernando Urrutia is an Insurance Services Advisor at Moran Agencies, where he helps individuals, families, and business owners protect what matters most through smart insurance solutions.
Fernando works closely with clients to understand their unique needs and guide them toward the right coverage options. Whether assisting with personal insurance or helping business owners protect their operations, his goal is to make the insurance process clear, simple, and effective.
He believes that insurance should not feel complicated or overwhelming. By educating clients and walking them through their options, Fernando helps people make confident decisions about their protection and financial security.
At Moran Agencies, Fernando enjoys working in a collaborative environment where the focus is on serving the community and helping clients plan for the unexpected. He takes pride in being part of a team that is dedicated to providing trusted guidance and long-term support.
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Nayari Pinmentel
Team Leader and Tax Pro.
Meet Nayari: a Tax & Business Owner Expert
With over 8 years of experience, Nayari specializes in tax preparation, bookkeeping, and operating in multiple locations. She has a strong background in teaching classes, managing office operations, and operating in room environments. Her expertise includes QuickBooks, insurance, and licensed professional services.
Nayari is dedicated to helping clients achieve their financial goals by identifying opportunities, managing risks, and ensuring smooth policy renewals. Her leadership helps us deliver top-quality service and empower our community with the skills needed to succeed.
Alba Ubiles
Tax Professional | Customer Care
Alba Ubiles is a Tax Professional and Customer Care Specialist at Moran Agencies. She works closely with clients to ensure they receive professional support throughout the tax preparation process while maintaining a welcoming and helpful experience.
With a strong background in customer service, Alba is passionate about helping people feel comfortable and confident when handling their tax matters. She understands that taxes can often feel overwhelming, and she takes pride in guiding clients through the process with patience, clarity, and care.
At Moran Agencies, Alba assists individuals and families with tax preparation support while also making sure clients receive the attention and service they deserve. Her commitment to accuracy and client satisfaction helps create a smooth and positive experience for everyone she works with.
Alba enjoys being part of a team that focuses on education, trust, and helping the community succeed financially. She is proud to contribute to Moran Agencies’ mission of supporting clients with reliable and professional tax services.
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Silda Nolasco
Silda: Tax Pro & Team Leader/Manager
Silda is responsible for identifying opportunities for dedicated tax preparation. She has extensive experience in payroll, accounts payable, accounts receivable, data entry, and office administration. She is also available to perform notarizations, providing valuable support to clients and the team.
Since joining Liberty Tax Moran Agencies in 2021, Silda has progressed through dedication and hard work. She started as a tax preparer and was later promoted to work in the insurance department. Known for her accuracy and organization, she excels in problem-solving, attention to detail, and going beyond her job duties.
A quick learner and adaptable to new technology, Silda is committed to delivering exceptional service and supporting our team’s success.
Maria Hilario
Maria Hilario: Trusted Team Member & Insurance Support Specialist
Maria has been with us since day one, consistently demonstrating dedication and professionalism. She goes above and beyond to ensure all paperwork is properly scanned, uploaded, and processed efficiently. Her support is essential in helping our insurance professionals stay organized and focus on delivering excellent service to our clients.
Her commitment to excellence makes a real difference every day, and we’re grateful to have her as part of our team.
Cirilo Moran
Cirilo Moran: DMV & Community Service Specialist
Cirilo Moran specializes in handling DMV transactions across Connecticut—from Wethersfield to Bridgeport, Waterbury, New Haven, and Stamford. His focus is to ensure that all vehicle registrations, license plate drop-offs, and DMV paperwork are processed smoothly and correctly.
Cirilo and our team are here to support you from A to Z, ensuring every transaction is handled efficiently and professionally.
We are here for our community—helping you stay on the road with confidence.
Chabelly Castillo
Tax Pro & Business Agent
Chabelly Castillo is a Tax Professional and Business Agent at Moran Agencies, where she helps individuals and business owners navigate their tax responsibilities with confidence and clarity. She works closely with clients to ensure their tax filings are accurate, compliant, and optimized for their financial situation.
Chabelly is passionate about helping people understand their taxes and make better financial decisions. She takes pride in guiding clients through what can often feel like a complicated process, turning it into a smooth and manageable experience.
At Moran Agencies, Chabelly assists both individuals and business owners with tax preparation, business support, and client services. Her dedication to detail and commitment to client care help ensure that every client receives professional and reliable service.
She enjoys working in a collaborative environment where the team focuses on education, support, and long-term success for the clients they serve. Being part of Moran Agencies allows her to do what she loves most—helping people move forward with confidence in their financial future.
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Rachel Elizondo
Rachel Elizondo: Executive Assistant & Team Support Specialist
Rachel Elizondo is an Executive Assistant dedicated to supporting our senior leaders in achieving their goals. She goes above and beyond by managing reports, ensuring smooth login processes, and assisting with a wide range of tasks to keep everything running efficiently.
Rachel is talented in delegating and organizing workflows, from booking appointments to engaging clients in life insurance, financial services, taxes, accounting, and bookkeeping. Her exceptional ability to support executives and team members ensures we stay focused on our goals and deliver outstanding service to our clients.
Her dedication, organization, and support make her an invaluable asset in helping our leadership and team succeed.
JEZIEL CABA
CSR and Tax Pro
Jeziel is responsible for identifying opportunities for dedicated tax preparation with extensive experience in Payroll, Account Payable, Accounts Receivable, and Data Entry Office Administration, and is available to perform notarizations.
I have been working for Liberty Tax Moran Agencies since 2023 and have escalated my way up within the company. I began working as a Tax prepare for Liberty Tax Moran Agencies; eventually, I was promoted to work in the insurance film. I am accurate and organized with strong problem-solving skills, extraordinary attention to detail, and a willingness to go beyond the job description. I am a fast learner with proven adaptability to new technology and applications.
Jennifer Hernadez
Jennifer Hernandez: Real Estate & Property Management Specialist
Jennifer Hernandez specializes in property management and real estate sales, working closely with our community to help them understand how to invest wisely. She’s passionate about guiding clients to build wealth through smart property investments and making their money work for them.
Jennifer’s expertise empowers clients to confidently navigate the real estate market, make informed investment decisions, and grow their assets for a brighter future.
Sabrina Vasquez
Sabrina Vasquez: CSR & Tax Pro
Sayira Vasquez is responsible for identifying opportunities for dedicated tax preparation. She has extensive experience in payroll, accounts payable, accounts receivable, data entry, and office administration. She is also available to perform notarizations, providing valuable support to clients and the team.
Since joining Liberty Tax Moran Agencies in 2022, Sayira has steadily advanced through her dedication and hard work. She started as a tax preparer and was promoted to work in the insurance department. Known for her accuracy and organization, she excels in problem-solving, attention to detail, and going beyond her job duties.
A quick learner with proven adaptability to new technology and applications, Sayira is committed to delivering excellent service and supporting our team’s success.
Stephanie Garcia
Stephanie Garcia: Tax Pro & Team Leader
Stephanie Garcia is a dedicated Tax Professional and Team Leader at Moran Agencies. She specializes in identifying opportunities for dedicated tax preparation and has extensive experience in payroll, accounts payable, accounts receivable, data entry, and office administration. Additionally, Stephanie is available to perform notarizations, providing valuable support to clients and the team.
Since joining Liberty Tax Moran Agencies in 2020, Stephanie has steadily advanced through her dedication and hard work. She started as a tax preparer and was promoted to work in the insurance department. Known for her accuracy and organization, Stephanie excels in problem-solving, attention to detail, and going above and beyond her job duties.
A quick learner with proven adaptability to new technology and applications, Stephanie is committed to delivering exceptional service and supporting our team’s success.
Andy Suqui
Andy Suqui: Customer Service & Insurance Specialist
Andy Suqui is responsible for identifying opportunities in dedicated tax preparation and providing exceptional customer service. He has extensive experience in payroll, accounts payable, accounts receivable, data entry, and office administration. Andy is also available to perform notarizations, offering additional support to clients.
Since joining Liberty Tax Moran Agencies in 2024, Andy has quickly advanced within the company. He started as a tax preparer and was promoted to work in the insurance department. Known for his accuracy and organization, he has strong problem-solving skills, exceptional attention to detail, and a willingness to go beyond what is expected.
A fast learner with proven adaptability to new technology and applications, Andy is committed to delivering outstanding service to our clients every day.
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Gisselle Mecatl
Gisselle Mecalt: Executive Assistant & Team Support Specialist
Gisselle Mecalt is a dedicated Executive Assistant committed to supporting our senior leaders and team by helping them achieve their goals. She goes above and beyond by managing reports, ensuring smooth login processes, and handling a wide range of tasks to keep everything running seamlessly.
Gisselle is also instrumental in coaching and supporting our secretary staff, always ready to lend a helping hand. Her talent in delegating, organizing workflows, and engaging clients—from life insurance and financial services to taxes, accounting, and bookkeeping—ensures our team stays focused and delivers exceptional service.
Her dedication, organizational skills, and support make her an invaluable asset in helping our leadership and team succeed.
Ilvania Castro
Ilvania: Bookkeeper | Tax Pro | Data Entry Specialist
When it comes to helping business owners stay on top of their numbers, Ilvania Castro is a true professional. At Moran Agencies, she handles bookkeeping and data entry with precision, making sure every financial record is accurate and every client feels confident in their business.
Before stepping into the accounting world, Ilvania worked in customer service—and that heart for helping people still shines through in everything she does. Whether she’s supporting a law firm or a dental practice, Ilvania brings structure, clarity, and peace of mind to business owners who are juggling a lot.
She thrives in our fast-moving, purpose-driven team and plays a key role in our mission to empower entrepreneurs through financial clarity.
We’re proud to have Ilvania on our team. If you’re a business owner looking for someone you can trust with your books, Ilvania’s got your back.
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Dennis Rodriguez
Customer Service & Insurance Specialist
Dennis has been an integral part of our team, consistently delivering exceptional customer support. He provides expert assistance with client tax information, manages a wide range of office tasks with ease, and continually seeks opportunities to learn and grow.
Dennis applies his customer-focused knowledge to deliver outstanding service, helping clients find reliable coverage and solutions through Moran Agencies. Known for his accuracy, organization, and attention to detail, he always aims to exceed expectations.
His dedication to continuous learning and professional development underscores his commitment to building a successful career with us. Dennis is a vital asset, and his contributions are key to our ongoing success.
Cristhian Barboza
Tax Professional | Customer Care
Cristhian Barboza is a Tax Professional and Customer Care Specialist at Moran Agencies. He works closely with individuals and families to ensure their tax preparation process is smooth, accurate, and stress-free.
Cristhian is committed to providing excellent service and helping clients feel confident when handling their taxes. He understands that tax matters can sometimes feel confusing, so he focuses on guiding clients through each step with patience, professionalism, and clear communication.
At Moran Agencies, Cristhian supports clients with tax preparation while also ensuring they receive attentive and reliable customer service. His attention to detail and dedication to helping others help create a positive experience for every client he serves.
He enjoys being part of a team that values education, trust, and community support. Cristhian takes pride in helping Moran Agencies deliver professional tax services that clients can depend on year after year.
Margarita Soza
Tax Professional | Customer Care | Business Agent
Margarita Soza is a Tax Professional, Customer Care Specialist, and Business Agent at Moran Agencies. She works closely with individuals, families, and business owners to help them navigate their tax responsibilities while providing professional support and guidance.
Margarita is passionate about helping clients feel confident when handling their financial and business matters. She assists with tax preparation, client support, and helping entrepreneurs understand the steps needed to start and manage their businesses.
Her background in customer service allows her to build strong relationships with clients while ensuring their questions are answered and their needs are addressed with care and professionalism.
At Moran Agencies, Margarita enjoys working in a fast-paced environment where the team is focused on education, support, and helping clients move forward with clarity and confidence. She takes pride in being part of a team dedicated to making a positive difference in the community.
Olga Ruiz
Tax Professional | Customer Care | Business Agent
Olga Ruiz is a Tax Professional, Customer Care Specialist, and Business Agent at Moran Agencies. She works with individuals, families, and business owners to help them navigate their tax responsibilities while providing dependable and friendly support.
Olga is dedicated to making the tax process easier for clients by providing clear communication and reliable assistance. She helps ensure that tax filings are handled accurately while guiding clients through the steps they need to take to stay compliant and organized.
In her role as a Business Agent, Olga also assists entrepreneurs and small business owners with business-related support, helping them understand the basic structure and requirements involved in operating their businesses.
At Moran Agencies, Olga enjoys working in a collaborative environment where the focus is on helping clients succeed financially. She takes pride in being part of a team that values professionalism, education, and strong client relationships.
Allan Mones
Tax Professional | Customer Care | Business Agent
Allan Mones is a Tax Professional, Customer Care Specialist, and Business Agent at Moran Agencies. He works with individuals, families, and entrepreneurs to help them navigate their tax responsibilities while providing reliable support and guidance.
Allan is committed to delivering a positive client experience by ensuring that every client receives clear information and attentive service. He assists with tax preparation and helps clients understand the steps needed to stay compliant and organized throughout the tax process.
As a Business Agent, Allan also supports small business owners and entrepreneurs by helping them understand the basics of business formation and compliance, allowing them to focus on growing their businesses with confidence.
At Moran Agencies, Allan values being part of a team dedicated to helping the community with trusted financial guidance and professional service. He takes pride in helping clients move forward with clarity and peace of mind.
Who We Are
Moran Agencies: Your One-Stop Solution for Accounting, Tax, Business, and Insurance Services
At Moran Agencies, we offer our clients a comprehensive range of services—including accounting, tax, business consulting, and insurance. We proudly serve thousands of individuals and hundreds of businesses, with the majority of our new clients coming from referrals by satisfied existing customers.
We are dedicated to delivering high-quality, affordable services promptly, with a personal touch. Our website is designed to be easy to navigate and helpful, whether you need assistance with insurance, accounting, or tax preparation.
Our team is committed to exceeding your expectations, and we will go the extra mile to ensure you receive exceptional service every time.
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Who is Moran Agencies?
We are a multi-service agency providing expertise on accounting, income tax preparation, and personal & business insurance. Here’s what we’ve been working on.
