Dave takes a comprehensive planning approach with his clients, starting by taking into consideration their assets and liabilities, and then focusing on maximizing the probability of meeting a set of goals based on their risk preference...
Katey moved to Sarasota in 1997, after growing up and attending college in the Northeast. She was already familiar with the area, as her grandparents were long-time residents, and she had spent a lot of time in Sarasota as a child and...
Laura Booth is our Administrative Assistant with over 20 years’ experience in the financial field. Having careers in both banking and real estate, Laura is able to tailor her skills to meet the needs of various clients. She can...
Magalie has worked within the firm on and off for the past ten years. She has experience with all of the day to day operations of the firm and is focused on helping the firm deliver superior client services. Magalie oversees the client...