Consulting Team

LOCATED IN ST. PETERSBURG, FL

RETIREMENT PLAN CONSULTING

BO BOHANAN, AIF^®

Manager, Retirement Plans Consulting

DAVID DRAKULICH, CRPS, AIF^®

Senior Retirement Plan Consultant

INSTITUTIONAL CONSULTING SERVICES

ROBERT C. BURNS, CFA, AIF^®

Vice President, Director Institutional Consulting Services

MY EDMONDS, CFP^®, CIMA^®, AIF^®

Senior Vice President, Senior Investment Consultant

SUSAN C. SCHNEIDER, CIMA^®, CIMC^®, AIF^®

First Vice President, Senior Investment Consultant

PATRICK DAXON, CFP^®, CFA

Vice President, Wealth Management Solutions

GABRIEL MBULO

Institutional Consultant