Broker Check

Our Team

Advisors

Beth  Courtney

Beth Courtney

Owner/Wealth Advisor

321-735-4994

Jim Herzog

Jim Herzog

Financial Advisor

321-253-9220


Rosita  Cotton

Rosita Cotton

Financial Services Professional

321-349-6431

Support Staff

Rose DiLecce

Rose DiLecce

Licensed Assistant | Operations Manager

321-735-4994

Suzanne Herzog

Suzanne Herzog

Administrative Assistant

321-253-9220

Robin Conneen

Robin Conneen

Client Experience Specialist

321-735-4994


Connie Crabtree

Connie Crabtree

Client Experience Specialist

321-735-4994

Sarah Taylor

Sarah Taylor

Data Analyst | Internal Support Lead

321-735-4994