Putting
people first.
Get to know our leadership team
Leadership at the Palm Beach Gardens office is dedicated to doing good for our clients, employees and community.
I specialize in working with driven, successful professionals looking for financial education, a comprehensive plan and a long-term relationship. My team and I focus on tax efficiency and wealth preservation to help people build a strong financial foundation for their lives.
My Team and I take an honest straight forward approach in helping create a structured Financial Plan. Our process focuses on helping make it easy for your current actions to align with your financial intentions. Whether it’s investments, insurance, estate planning or anything in between, everyone gets the same...
My Team and I take an honest straight forward approach in helping create a structured Financial Plan. Our process focuses on helping make it easy for your current actions to align with your financial intentions. Whether it’s investments, insurance, estate planning or anything in between, everyone gets the same elite level of respect and service. We look forward to hearing your story!
Each of us has a different vision of what it means to be financially secure, and your vision is likely to change throughout your lifetime – when you begin your career, start a family, educate your children and enter retirement. I can help you create a personalized financial plan that has a firm foundation in...
Each of us has a different vision of what it means to be financially secure, and your vision is likely to change throughout your lifetime – when you begin your career, start a family, educate your children and enter retirement. I can help you create a personalized financial plan that has a firm foundation in your beliefs and addresses your hopes for the future.
Jenn.King@nm.com I work with my clients to ensure they have well thought out objectives, clear action steps, and a realistic timetable to achieve their financial goals and protect the people and things they care about most. My objective is to offer the highest level of service throughout each and every year...
Jenn.King@nm.com I work with my clients to ensure they have well thought out objectives, clear action steps, and a realistic timetable to achieve their financial goals and protect the people and things they care about most. My objective is to offer the highest level of service throughout each and every year of our relationship!
Karli Van Keuren