Broker Check

Our Team

Advisors

Beth Courtney

Beth Courtney

Owner/Wealth Advisor

321-735-4994

Derek Sichler

Derek Sichler

Financial Advisor

321-735-4994

Jim Herzog

Jim Herzog

Financial Advisor

321-253-9220


Clint Braswell

Clint Braswell

Financial Advisor

321-735-4994

Rosita Cotton

Rosita Cotton

Financial Services Professional

321-349-6431

Bill Drexler, CFP®, ChFC®

Bill Drexler, CFP®, ChFC®

Financial Planner

321-735-4994


Penny Di Giovanna

Penny Di Giovanna, CFP®, CDFA®, AAMS®

Wealth Advisor

321-499-2650

Robbie Rosenberger

Robbie Rosenberger

Financial Advisor

321-735-4994

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


Stacy Vollenweider

Stacy Vollenweider

Client Experience Specialist

(321)735-4994

Connie Crabtree

Connie Crabtree

Client Experience Specialist

321-735-4994

Sarah Andersen

Sarah Andersen

Data Analyst | Internal Support Lead

321-735-4994