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.
Jessica Salazar
MBA, CLU®, ChFC®, CLTC®
Managing Partner
My goal is to help clients come up with a strategic financial plan so they can live a stress free financial life. I’ll work with you to build a unique plan for the future to achieve your goals personally, professionally, and financially.
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.
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.
Corey and his team will deliver a concierge-style of service to help you achieve your financial goals. Based in the center of Manhattan, let Corey and his team be the center of your financial future by helping you through strategic planning for long-term success.
When it’s a matter of planning for the future, realizing the need to take greater control over your financial life is the first step. Choosing to work with someone who has the ability and resources to best address those needs is the next. As your Wealth Management Advisor, I will listen, clarify and help prioritize...
When it’s a matter of planning for the future, realizing the need to take greater control over your financial life is the first step. Choosing to work with someone who has the ability and resources to best address those needs is the next. As your Wealth Management Advisor, I will listen, clarify and help prioritize your goals and aspirations to help you achieve your vision for the future.
An Illinois native, Jacksonville University brought me down to Florida, the weather and people kept me here. I now reside in Ponte Vedra with my wife and two little boys. My team and I are passionate about helping our clients achieve their financial vision through a planning process that is motivating, educational...
An Illinois native, Jacksonville University brought me down to Florida, the weather and people kept me here. I now reside in Ponte Vedra with my wife and two little boys. My team and I are passionate about helping our clients achieve their financial vision through a planning process that is motivating, educational and transparent. We focus on tax efficiency in all phases of financial planning.
Are you concerned about making wrong decisions…anxious about not doing everything you could…frustrated with being sold to…feeling like you’re not being listened to by other advisors? With our Lazy Dollar Energizer System™, you can become extremely efficient with every single dollar so your money works...
Are you concerned about making wrong decisions…anxious about not doing everything you could…frustrated with being sold to…feeling like you’re not being listened to by other advisors? With our Lazy Dollar Energizer System™, you can become extremely efficient with every single dollar so your money works as hard for you as you worked for it. The process is easy...calming…freeing you to follow your heart.
My mission is to develop enduring relationships with clients by providing expert guidance for a lifetime of financial security. I use a four-step approach in working with my clients to understand complex financial issues and how they can affect life goals — whether a client is working to achieve current financial...
My mission is to develop enduring relationships with clients by providing expert guidance for a lifetime of financial security. I use a four-step approach in working with my clients to understand complex financial issues and how they can affect life goals — whether a client is working to achieve current financial success or to protect and preserve assets over the long-term.
Jim has a ceramic engineering and business background. He has 2 children and lives in Ocala, FL. Jim has a nationwide practice, but also services his clients locally in The Villages, Ocala, and Gainesville. He is passionate about his kids, sports, and cooking. Reach out to Jim via: james.moretti@nm.com
I understand that financial planning means something unique to everyone. I’ll work with you to build a strategic plan for the future, complementing the good work you’ve already done to achieve your goals. The best part of my job is working closely with individuals, families and business owners to develop plans...
I understand that financial planning means something unique to everyone. I’ll work with you to build a strategic plan for the future, complementing the good work you’ve already done to achieve your goals. The best part of my job is working closely with individuals, families and business owners to develop plans that provide structure to their financial lives.
I thank God for providing me the privilege to work alongside forward-thinking individuals and achievers spanning all walks of life. Our practice is built on the principle of treating our clients in the same manner or fashion we’d want someone to treat ourselves or those most dear to us. My team specializes in...
I thank God for providing me the privilege to work alongside forward-thinking individuals and achievers spanning all walks of life. Our practice is built on the principle of treating our clients in the same manner or fashion we’d want someone to treat ourselves or those most dear to us. My team specializes in sophisticated investment and wealth management designed to best achieve client goals.
As a native of S. Florida, I have a passion for the development of the business community, recognizing the value of a multicultural approach. I work closely with my clients to help them identify their definition of financial security and then provide them with solutions that can help make their financial goals...
As a native of S. Florida, I have a passion for the development of the business community, recognizing the value of a multicultural approach. I work closely with my clients to help them identify their definition of financial security and then provide them with solutions that can help make their financial goals a reality.
"Long-term financial security doesn't happen by chance. Many things in life can have an impact - positive or negative - on your financial well-being. I'm here to help you take control of your future. Together we'll identify your most important goals and dreams, and build and implement a financial plan to help...
"Long-term financial security doesn't happen by chance. Many things in life can have an impact - positive or negative - on your financial well-being. I'm here to help you take control of your future. Together we'll identify your most important goals and dreams, and build and implement a financial plan to help you achieve them." Michelle Grippi Baker
My team and I look to be your advocates - operating at the highest levels of financial planning to support your objectives. With unlimited access to us as a resource, we strive to impart the trust and confidence you need to make effective decisions and secure your financial future.
Financial planning or the thought of looking into our finances can often times be a scary or overwhelming. Our objective is to make it pain free and informative. Seeking to create a plan that creates clarity around our every day fears. Driving the financial plan is the house hold budget and with slight tweaks...
Financial planning or the thought of looking into our finances can often times be a scary or overwhelming. Our objective is to make it pain free and informative. Seeking to create a plan that creates clarity around our every day fears. Driving the financial plan is the house hold budget and with slight tweaks and our guidance you too can begin living life by design not default.
Savannah Barnard
Recruiter
Amber Barrero
Recruiter
Lindsey Speckman
Recruiter
Jamie Vaught
Recruiter
Liza Wrobel
Director of Career Development
Donna Mahfouz
Communication and Marketing Manager
Chloe Verseput
Experience Leader
Melanie Noir-Jones
MBA
Chief Financial Officer
Kristen Payne
MBA
Director of Supervision