Putting
people first.
Get to know our leadership team
Leadership at the Tampa office is dedicated to doing good for our clients, employees and community.
"What I do best, through caring, is to help individuals, families and business owners craft a financial plan that aligns with their values and goals. I am known for my energetic and supportive approach to helping my client's financial dreams come true."
Lori Jones
Director of Operations
Erika Montgomery
Director of Selection
I specialize in working with driven, successful professionals, specifically in the medical community and gift planning. I believe it is important to build long term relationships while providing clients with a comprehensive plan. My team and I focus on creative tax efficiency strategies that build and preserve...
I specialize in working with driven, successful professionals, specifically in the medical community and gift planning. I believe it is important to build long term relationships while providing clients with a comprehensive plan. My team and I focus on creative tax efficiency strategies that build and preserve wealth, while mitigating risk to build a stronger financial legacy.
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.
I am a Financial Advisor dedicated to helping families and businesses plan for their financial security. I am a 24 year veteran of the United States Army and a graduate of the United States Military Academy at West Point. I have spent my life in service to my nation and those that served beside me. My passion...
I am a Financial Advisor dedicated to helping families and businesses plan for their financial security. I am a 24 year veteran of the United States Army and a graduate of the United States Military Academy at West Point. I have spent my life in service to my nation and those that served beside me. My passion for financial planning stems from that same sense of duty to serve.