Broker Check

Our Team

Advisors

Beth  Courtney

Beth Courtney

Owner/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

Andres Yepes

Andres Yepes

Independent Wealth Advisor

(321) 735-4994

Rosita  Cotton

Rosita Cotton

Financial Professional

321-349-6431

Bert Prytherch

Bert Prytherch

Financial and Tax Planner

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

Lacy Baluta

Lacy Baluta

Administrative Assistant

321-735-4994

Rick Bedford

Rick Bedford

Data and Analytics Assistant

321-735-4994