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

Harrelson-Dennis-Web_0
President

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

Trevor-Harrelson--Web_0
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...

Rocky-Rager
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...

Orlando

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...

Tampa

Financial Advisor

Professional Experience:

I have 14+ years of experience in the financial services and planning industry.  I’ve spent...

Financial Advisor

Professional Experience

Ryan is a graduate of the Florida State University College of Business. While at FSU, he...

Financial Professional

Professional Experience:

Scott is a graduate of the University of South Florida where he earned a bachelor’s degree...

Fort Lauderdale

Melbourne

Financial Consultant

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

Financial Advisor

Professional Experience

Bill’s goal is to ensure that clients are financially protected against the unexpected and...