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.

This information should not be considered as tax advice. Clients should consult their tax advisor regarding their own tax situation.

Ft. Myers, FL

Dennis Harrelson

Trevor Harrelson

Lana Buri

Darrell Pounders

Rocky Rager

Dan Shannon

Boca Raton, FL

Bill Unger

Orlando, FL

Bruce Broussard

Jason Fox

Don Hundley

Rob Thrift

Tampa, FL

Ron Likar

Ryan Matiyak

Michael Orecchio

Terry Stanger

Rande  Zellers