Putting
people first.
Get to know our leadership team
Leadership at the Jacksonville office is dedicated to doing good for our clients, employees and community.
Our approach to Financial Planning is unique. Our team helps clients get laser clear on their goals and how they want to use and protect the wealth they create. We all work together to build a plan to help them achieve their vision. We enjoy serving clients who care about their financial wellness and specialize...
Our approach to Financial Planning is unique. Our team helps clients get laser clear on their goals and how they want to use and protect the wealth they create. We all work together to build a plan to help them achieve their vision. We enjoy serving clients who care about their financial wellness and specialize in planning for Physicians, Corporate Executives, and Business Owners.
A Savannah native and avid Georgia Bulldogs fan, I enjoy hunting, fishing and spending time with my wife, Janet, and three boys, Tripp, Carter & Holden. I specialize in financial planning for physicians and business owners. I can offer you the expertise you need to help ensure your investment strategy is aligned...
A Savannah native and avid Georgia Bulldogs fan, I enjoy hunting, fishing and spending time with my wife, Janet, and three boys, Tripp, Carter & Holden. I specialize in financial planning for physicians and business owners. I can offer you the expertise you need to help ensure your investment strategy is aligned with your goals, time horizon and tolerance for risk.
Liza Wrobel
Director of Career Development
Donna Mahfouz
Executive Assistant
Jamie Vaught
Director of Selection