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EXISTING CLIENTS

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ADAM TAYLOR, ChFC®, CLU®, RICP®, CASL®, CLTC

CEO | WEALTH MANAGEMENT ADVISOR

MIKE EVERRITT

CHIEF INVESTMENT OFFICER | WEALTH MANAGEMENT ADVISOR

PIERS CURRY, MBA

DIRECTOR OF RISK MANAGEMENT | WEALTH MANAGEMENT ADVISOR

ERIK FISCHER, CFP®, RICP®

MANAGING DIRECTOR – SARASOTA OFFICE | WEALTH MANAGEMENT ADVISOR

KENNY SPERONI, CEPA, CPFA

DIRECTOR OF BUSINESS BENEFITS | WEALTH MANAGEMENT ADVISOR

 ERICA OGDEN, CLTC

CHIEF EXPERIENCE OFFICER | WEALTH MANAGEMENT ADVISOR

ANGIE WHITEHOUSE

CHIEF OPERATING OFFICER | FINANCIAL SERVICES TEAM ASSOCIATE

SOPHIA BELILOVSKIY, MBA

INVESTMENT OPERATIONS

ERIC ROUKEY

DISABILITY INCOME SPECIALIST