CFP® | Florida | VyStar Investment Services

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Vice Presidents, Wealth Managers:

Edwin Cunningham

Edwin Cunningham, CRPC®

Vice President, Wealth Manager

James J. Hughes

James J. Hughes, AIF®, CRPC®

Vice President, Wealth Manager

John Tabor

John Tabor, MBA, CFP®

Vice President, Wealth Manager

Johnny Beehner

Johnny Beehner, AAMS®, CRPC®, AIF®

Vice President, Wealth Manager

Joshua Keyes

Joshua Keyes

Vice President, Wealth Manager

Rick Gregson

Rick Gregson, CRPC®

Vice President, Wealth Manager

Stefanie Starling

Stefanie Starling, MBA, CFP®

Vice President, Wealth Manager

Wade Bramlitt

Wade Bramlitt, CRPC®, AIF®

Vice President, Wealth Manager

AVPs, Wealth Managers:

Doug Chiarenza

Doug Chiarenza, CRPC®

AVP, Wealth Manager

Stephen Kowitski

Stephen Kowitski, CRPC®

AVP, Wealth Manager

LPL Financial Advisors:

Alan Zinkin

Alan Zinkin, MBA, CFP®

Blake Massey

Blake Massey

Cory Wilcox-Vasquez

Cory Wilcox-Vasquez, CFP®

Jacob Carver

Jacob Carver

James DeBerry

James DeBerry, CRPC®

Jermaine Williams

Jermaine Williams, CRPC®

Josh Curls

Josh Curls, CRPC®

Mark Lamensdorf, MBA

Mark Lamensdorf, MBA

Miranda Kimball

Miranda Kimball, CRPC®

Noah Janda

Noah Janda

Raeanne McCarty

Raeanne McCarty, CRPC®

Robert Walls

Robert Walls, CRPC®

Samuel Barrington

Samuel Barrington

Shane Tschappat

Shane Tschappat

Tara Davis

Tara Davis

Trellanee Moore

Trellanee Moore, MBA

Tyler Coe

Tyler Coe, CRPC®

Urban Fleming

Urban Fleming, MS-PFP, CFP®

Management Team:

Davida Carter

Davida Carter

Senior Vice President, Investment Services

Cynthia Frazier

Cynthia Frazier

Vice President, Investment Services Operations & Compliance

Sara Gross

Sara Gross

Manager, Investment Services Operations & Support

Support Team:

Tiffany Harmer

Tiffany Harmer

LPL Registered Sales Assistant II

Christian Testa

Christian Testa

LPL Registered Sales Assistant II

Preston Miller

Preston Miller

LPL Registered Sales Assistant II

Blaine Johnson

Blaine Johnson

LPL Registered Sales Assistant II

Rhashad Wilson

Rhashad Wilson

LPL Registered Administrative Assistant

Jacob Bonnichsen

Jacob Bonnichsen

Sales Assistant

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.