In today's complex world, the expertise and clear vision of a financial professional can 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.


Fort Myers


Dennis graduated from Columbia College and, soon after, served a tour of duty in Vietnam. After being honorably...

Financial Consultant

Professional Experience:

Trevor graduated from the University of Florida with a bachelor’s degree in Accounting. He...

brawley adams_0
Financial Professional

Professional Experience:

Brawley is a native Floridian and received his bachelor’s degree from the “2017 National...

Registered Representative

Community involvement with Boy Scouts of America and little league Juvenile Diabetes Foundation

Damian VarelaJPG
Financial Professional

Professional Experience:

Damian is a graduate of the University of Central Florida where he received a bachelor’s...

Financial Consultant

Working in the financial industry comes with responsibility and knowledge. I present myself as a qualified Financial...


Professional Experience

My goal is to work with clients to uncover solutions to their financial needs by using a...

Financial Professional

Professional Experience:

Rob grew up outside of New Orleans and graduated from the University of Alabama with a...