Broker Check

Our Team

Advisors

Beth Courtney

Beth Courtney

Owner/Wealth Advisor

321-735-4994

Andres Yepes

Andres Yepes

Independent Wealth Advisor

321-735-4994

Jim Herzog

Jim Herzog

Financial Advisor

321-253-9220

Sandy Myers, CRES

Sandy Myers, CRES

Retirement Education Specialist

321-735-4994

Rosita Cotton

Rosita Cotton

Financial Professional

321-349-6431

Clint Braswell

Clint Braswell

Financial Advisor

321-735-4994

Derek Sichler

Derek Sichler

Financial Advisor

321-735-4994

Bert Prytherch

Bert Prytherch

Financial and Tax Planner

321-735-4994

Bill Drexler, CFP®, ChFC®

Bill Drexler, CFP®, ChFC®

Financial Planner

321-735-4994

Penny Di Giovanna, CFP®

Penny Di Giovanna, CFP®

Financial Advisor

321-735-4994

Support Staff

Judie Devitt

Judie Devitt

Administrative Assistant

321-735-4994

Suzanne Herzog

Suzanne Herzog

Administrative Assistant

321-253-9220

Lacy Baluta

Lacy Baluta

Administrative Assistant

321-735-4994

Robin Conneen

Robin Conneen

Administrative Assistant

321-735-4994

Rose DiLecce

Rose DiLecce

Licensed Assistant/Operations Manager

321-735-4994

Kim Wheeler

Kim Wheeler

Marketing Specialist

321-735-4994

Richard Myers

Richard Myers

Assistant

321-735-4994