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.
I'm in the business of helping people accomplish goals. Whether it's helping a retiree develop a sustainable income distribution plan or a simple conversation about how to invest your money or get the right amount and type of insurance we can help you. We welcome the opportunity to discuss with you how we can...
I'm in the business of helping people accomplish goals. Whether it's helping a retiree develop a sustainable income distribution plan or a simple conversation about how to invest your money or get the right amount and type of insurance we can help you. We welcome the opportunity to discuss with you how we can help you accomplish your goals. Please visit us online or call my office today.
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.
Steve Dietrich
Director of Supervision
Belinda de Jesus
Office Manager
Liza Wrobel
Director of Training and Development
Donna Mahfouz
Executive Assistant
Jamie Mullett
Campus Recruiter
Holly Rice
Director of Selection
Richard Owens
Director of Selection
Laura Veal
Director of Selection
Elizabeth Metzger
Director of Selection
Jamie Vaught
Director of Selection