Associates

In today's complex world, it takes a clear vision and the expertise of a financial professional to help you reach your financial goals.

Each of our associates has been carefully selected based on their knowledge, experience and desire to make a long-term commitment to our clients. They maintain a vigorous continuing education program to keep current on financial products, tax laws and other information that may affect you.

Ft. Myers, FL

Dennis Harrelson

Trevor Harrelson

Debbie Buchanan

Rocky Rager

Dan Shannon

Boca Raton, FL

Bill Unger

Crystal River, FL

John Kreusch

Jacksonville, FL

Mark Ferlin

William Lambe

Naples, FL

Peter Jepson

Orlando, FL

Bruce Broussard

Jason Fox

Don Hundley

Orlando, FL

Darrell Pounders

Tampa, FL

Terry Stanger

Ron Likar

Ryan Matiyak

Michael Orecchio

Gina Rosenberger

Drew Schlaepfer