Putting
people first.
Get to know our leadership team
Leadership at the Clearwater office is dedicated to doing good for our clients, employees and community.
Originally from Pennsylvania, my wife, Elizabeth and our family are proud residents of the East Lake area of Palm Harbor. My team and I have a passion around helping others Spend their Life Living. Financial security does not have to be difficult. We offer financial education and help you determine the best options...
Originally from Pennsylvania, my wife, Elizabeth and our family are proud residents of the East Lake area of Palm Harbor. My team and I have a passion around helping others Spend their Life Living. Financial security does not have to be difficult. We offer financial education and help you determine the best options available. We are fiduciaries for our clients.
Shanna Huyck
Experience Leader
Joshua Miller
Director of Recruitment and Development