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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Jack Brown, CFA
Chief Investment Officer
James Neel, CFA
Senior Portfolio Manager
Michael Chapman, CFA
Portfolio Manager

 

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