Orlando

(239) 598-4747 – Main Office
(239) 598-4244 – Fax
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Matthew Johnson, CFP®, AEP®, ChFC®
Senior Financial Planner
Matt oversees the firm's financial planning effort. For over 15 years Matt has helped people with a variety of financial planning and investment needs. He specializes in advising high net worth families, executives, and special needs families.
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Brian Cotroneo
Financial Planner
Supported by the firm's investment and operations teams, Brian heads our Jacksonville office. As a seasoned U.S. Navy veteran and financial professional, Brian provides financial planning and investment advice to clients in central and northern Florida. He specializes in working with military families, executives, and special needs families.
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Jack Brown, CFA
Chief Investment Officer
James Neel, CFA
Senior Portfolio Manager
Michael Chapman, CFA
Portfolio Manager

 

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