FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.

Our Team

Advisors

Beth  Courtney

Beth Courtney

Owner/Wealth Advisor

(321) 735-4994

Jim Herzog

Jim Herzog

Financial Advisor

321-253-9220

Sandy  Myers

Sandy Myers

Financial Advisor

321-735-4994

Andres Yepes

Andres Yepes

Independent Wealth Advisor

(321) 735-4994

Bill Drexler

Bill Drexler

Financial Advisor

321-735-4994

Support Team

Judie  Devitt

Judie Devitt

Administrative Assistant

321-735-4994

Suzanne Herzog

Suzanne Herzog

Administrative Assistant

321-253-9220

Kim Wheeler

Kim Wheeler

Marketing and Database Strategist

321-735-4994

Rick Bedford

Rick Bedford

Data and Analytics Assistant

321-735-4994