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

John Tabor

John Tabor, MBA, CFP®

Vice President, Wealth Manager

Rick Gregson

Rick Gregson, CRPC®

Vice President, Wealth Manager

AVPs, Wealth Managers:

Doug Chiarenza

Doug Chiarenza, CRPC®

AVP, Wealth Manager, Serving St. Augustine Area Branches

James J. Hughes

James J. Hughes, AIF®, CRPC®

AVP, Wealth Manager: Serving Orange Park Branch

Johnny Beehner

Johnny Beehner, AAMS®, CRPC®, AIF®

AVP, Wealth Manager: Serving San Marco and Beach & 295 Branches

Stefanie Starling

Stefanie Starling, MBA, CFP®

AVP, Wealth Manager: Serving MacClenny & Lake City Branches

Stephen Kowitski

Stephen Kowitski, CRPC®

AVP, Wealth Manager: Serving Nocatee, CR210 & Murabella Branches

Wade Bramlitt

Wade Bramlitt, CRPC®

AVP, Wealth Manager: Serving Branan Field and Middleburg Branches

LPL Financial Advisors:

Alan  Zinkin

Alan Zinkin, MBA, CFP®

Serving Lake Mary, Mount Dora, Sanford, Winter Park & Winter Garden

Blake Massey

Blake Massey

Serving Regency, Arlington, Southside and Kernan Branches

Cory Wilcox-Vasquez

Cory Wilcox-Vasquez

Serving Roosevelt and Riverside Branches

James DeBerry

James DeBerry

Serving Eagle Harbor, Green Cove Springs & Palatka Branches

Jeff Ohlrich

Jeff Ohlrich

Serving NAS Jax, Downtown & Springfield Branches and the Financial Advisory Center

Josh Curls

Josh Curls, CRPC®

Serving Jacksonville & Ponte Vedra Beach and NAS Jax Branches

Mark  Lamensdorf

Mark Lamensdorf

Serving the Financial Advisory Center

Miranda  Kimball

Miranda Kimball

Associate Financial Advisor

Raeanne  McCarty

Raeanne McCarty

Serving Oakleaf, Normandy, Chaffee & 103rd St. Branches

Robert Walls

Robert Walls, CRPC®

Serving Flagler and Volusia County Branches

Tara Davis

Tara Davis

Serving Tallahassee, Thomasville, Perry & Steinhatchee Branches 

Trellanee Moore

Trellanee Moore, MBA

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

Trent Sherrod

Trent Sherrod, CRPC®

Serving Melbourne, Titusville, Orlando & Oviedo Branches

Tyler Coe

Tyler Coe, CRPC®

Serving Mandarin, Bartram Park and Julington Creek Branches

Urban Fleming

Urban Fleming, MS-PFP, CRPC®

Serving Callahan, Yulee, Lake City and Northside Branches

Management Team:

Davida  Carter

Davida Carter

Senior Vice President, Investment Services

Cynthia Graham

Cynthia Graham

Vice President, Investment Services Operations & Compliance

Sara  Gross

Sara Gross

Manager, Investment Services Operations & Support

Support Team:

Danielle  Littlefield

Danielle Littlefield

LPL Registered Sales Associate II

Tiffany  Harmer

Tiffany Harmer

LPL Registered Sales Associate II

Haley White

Haley White

Sales Assistant I

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.