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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

ERIK FISCHER, CFP®

MANAGING DIRECTOR – SARASOTA OFFICE

KENNY SPERONI, CEPA

DIRECTOR OF BUSINESS BENEFITS

ERICA OGDEN, CLTC

CHIEF EXPERIENCE OFFICER | FINANCIAL SERVICES PROFESSIONAL

ANGIE WHITEHOUSE

CHIEF OPERATING OFFICER

SOPHIA BELILOVSKIY, MBA

OPERATIONS MANAGER | FINANCIAL SERVICES PROFESSIONAL