Meet the Team
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.
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.
Serving Lake Mary, Mount Dora, Sanford & Winter Garden
Serving Regency, Arlington and Kernan Branches
Serving Roosevelt and Riverside Branches
Serving St. Augustine Area Branches
Serving Eagle Harbor, Green Cove Springs & Palatka Branches
Serving Orange Park Branch
Financial Advisor, LPL Financial
Serving San Marco and Beach & 295 Branches
Serving Jacksonville & Ponte Vedra Beach and NAS Jax Branches
Serving Port Orange, Orange City, Daytona, DeLand & Sanford-Area Branches
Serving Palm Coast, Ormond Beach and Flagler Branches
Serving MacClenny, Chaffee Road & Lake City Branches
Serving Nocatee, CR210, Murabella, Downtown & Springfield Branches
Serving Tallahassee, Thomasville, Perry & Steinhatchee Branches
Serving Gainesville Area, Alachua, Ocala, Villages, Starke, Perry and Steinhatchee Branches
Serving Oakleaf, 103rd Street, Normandy and Northside Branches
Serving Mandarin, Bartram Park and Southside Branches
Serving Callahan, Yulee, Fernandina Beach & Oceanway Branches
Serving Branan Field and Middleburg Branches
Business Development Specialist
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.