For You. Generous Together.

Value Proposition

Our combined experience, culture, credentials and youth differentiate us. Led by Christian values, we seek
to engage new clients and advisors who appreciate our high-touch service model.

Our Values

We coach, counsel and connect. We are trustworthy and transparent. We are generous and kind.
We are good stewards.

Our Combined Credentials

• Chartered Financial Analyst^®
• (4) Certified Financial Planners™
• Accredited Investment Fiduciary
• Certified Kingdom Advisor™
• (3) MBAs
• Doctor of Business Administration
• Retired Army Officer
• Chartered Retirement Plan Specialist
• (3) Client Service Associates
• Financial Paraplanner Qualified Professional
• Over 165 years of combined Advisor Experience

Additional Information

• Florida’s Oldest Investment Firm
• Utilizing Linsco Employee Model
• Completed Succession Plans for 6 Financial Advisors
• $678 M in Assets Under Management as of June 12, 2025

Our Location

• (4) Advisors in Viera Office with space available
• (4) Advisors in Lakeland Office
• Winter Haven Office with space available

Prime Advisor Candidates to Join Our Team

• Sole Practitioners
• Transitioning to Semi-Retirement within 5 years
• Transitioning to Full Retirement/Book Sale within 5 years
• LPL affiliated advisors
• Bank or Wirehouse affiliated advisors