A financial partner you can trust
Our team has more than 80 years of combined financial industry experience. We hold professional credentials, which give us added experience in making recommendations for clients and addressing the complexities of their wealth.
We are a multigenerational family-run financial practice. We understand the dynamics of families and their issues and concerns, especially regarding sensitive money matters. Our family has lived in Jacksonville for generations and has deep roots and connections in the community.
We are a caring team that wants families to feel comfortable with the financial guidance we offer and to consider us as their advocate in upholding their financial well-being – today and tomorrow, for every generation and member of their family.
Our Team
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
