Broker Check

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.

Cory Wilcox-Vasquez

Cory Wilcox-Vasquez

Serving Roosevelt and Riverside Branches

(904) 908-2495

(904) 908-2285

Doug Chiarenza

Doug Chiarenza, CRPC®

Serving St. Augustine Area Branches

(904) 908-2495

(904) 908-2285

Eddy Montalvo

Eddy Montalvo, ChFC®

Serving Orlando Area, Oviedo, Titusville, Melbourne and Sanford Area Branches

(904) 908-2495

(904) 908-2285

James DeBerry

James DeBerry

Serving Eagle Harbor, Green Cove Springs & Palatka Branches

(904) 908-2495

(904) 908-2285

James J. Hughes

James J. Hughes, CRPC®

Serving Orange Park Branch

(904) 908-2495

(904) 908-2285

Jeff Ohlrich

Jeff Ohlrich

Assoc. Financial Advisor, LPL Financial

(904) 908-2495

(904) 908-2285

Johnny Beehner

Johnny Beehner, AAMS®, CRPC®, AIF®

Serving San Marco and Beach & 295 Branches

(904) 908-2495

(904) 908-2285

Josh Curls

Josh Curls, CRPC®

Serving Jacksonville & Ponte Vedra Beach and NAS Jax Branches

(904) 908-2495

(904) 908-2285

Mark Rosier

Mark Rosier, MBA

Serving Port Orange, Orange City, Daytona, DeLand & Sanford-Area Branches

(904) 908-2495

(904) 908-2285

Raeanne  McCarty

Raeanne McCarty

Assoc. Financial Advisor, LPL Financial

904-908-2495

904-908-2285

Robert Walls

Robert Walls, CRPC®

Serving Palm Coast, Ormond Beach and Flagler Branches

(904) 908-2495

(904) 908-2285

Stefanie Starling

Stefanie Starling, MBA, CFP®

Serving MacClenny, Chaffee Road & Lake City Branches

(904) 908-2495

(904) 908-2285

Stephen Kowitski

Stephen Kowitski, CRPC®

Serving Nocatee, CR210, Murabella, Downtown & Springfield Branches

(904) 908-2495

(904) 908-2285

Tara Davis

Tara Davis

Serving Tallahassee, Thomasville, Perry & Steinhatchee Branches 

(904) 908-2495

(904) 908-2285

Trellanee Moore

Trellanee Moore, MBA

Serving Gainesville Area, Alachua, Ocala, Villages, Starke, Perry and Steinhatchee Branches

(904) 908-2495

(904) 908-2285

Trent Sherrod

Trent Sherrod, CRPC®

Serving Oakleaf, 103rd Street, Normandy and Northside Branches

(904) 908-2495

(904) 908-2285

Tyler Coe

Tyler Coe, CRPC®

Serving Mandarin, Bartram Park and Southside Branches

(904) 908-2495

(904) 908-2285

Urban Fleming

Urban Fleming, MS-PFP, CRPC®

Serving Callahan, Yulee, Fernandina Beach & Oceanway Branches

(904) 908-2495

(904) 908-2285

Wade Bramlitt

Wade Bramlitt, CRPC®

Serving Branan Field and Middleburg Branches

(904) 908-2495

(904) 908-2285

Lauren Schultz

Lauren Schultz, CRPC®

Business Development Specialist

(904) 908-2483

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.