Sophisticated wealth management to serve your individual needs

Our mission is to offer world class financial planning, wealth management & client service support to help our clients achieve financial well-being and accomplish their most meaningful life goals; always in the client’s best interest and built around our core values of Trust, Integrity, Expertise, Objectivity and Collaboration.

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Our Team

Get better acquainted with us and how we can help you

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Tiago X. Lima
Tiago X. Lima, CFP®, ChFC®, RICP®
Partner, SWSG
Mark P. Anderson
Mark P. Anderson, CFP®, CLU®, ChFC®, RICP®
Partner, SWSG
Erika L. Conaway
Erika L. Conaway
Chief Operations Officer, SWSG Client Services Manager, RJFS
David R. Waters
David R. Waters
Chief of Staff, SWSG Wealth Management Advisor, RJFS
Amy Crispino
Amy W. Crispino, CFP®, ChFC®, CDFA®, RICP®
Chief of Planning, SWSG Financial Planner, RJFS
Nicholas Rodriguez
Nick Rodriguez, CFP®, ChFC®, RICP®, CPWA®
Wealth Management Advisor
Kyle P. Flinton
Kyle P. Flinton, CFP®, RICP®
Wealth Management Advisor
Alex Koch
Alex M. Koch, CFP®
Wealth Management Advisor
Hannah K. Bush
Hannah K. Bush, AAMS®
Branch Investment Operations Coordinator
cullen gomez
Cullen B. Gomez
Investment Operations Associate
Kendra E. Zerr
Kendra E. Zerr
Branch Insurance Operations Coordinator

Being here and knowing you enable us to be a trusted partner you can count on. You know the reasons you’re working so hard. We want to know them as well – and help you plan for all you want to achieve.

STRUCTURED Process

ANALYTICAL Insights

PERSONALIZED Guidance

Unique solutions for business owners and entrepreneurs.
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Helping you manage your financial success
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A pragmatic approach to wealth management
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Nurturing wealth so you can live a longer, better life.
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Understanding the challenges women face and how to help.
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Riches do not consist in the possession of treasures, but in the use made of them.
Napoleon Bonaparte

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Sovereign Wealth Strategies Group is not a registered broker/dealer and is independent of Raymond James Financial Services.

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