Jeff Tamas RICP®

CEO & Senior Advisor

Jeff was born and raised in a small town in Upstate New York. He has lived in Southwest Florida since 2011 and is...

Corey Cyr CRPC®

President & Senior Advisor

Corey was born and raised in a small town in Maine. He has been a Florida resident since 2006 in Charlotte and Sarasota...

Amy Tipton

Chief Operating Officer

Amy was born in Connecticut but moved to Florida at a young age.  She is happily married to her high school sweetheart...

Scott Long

Financial Advisor

Scott, originally born in New Jersey, has lived in Southwest Florida since 1985. Previously, Scott was a small business...

Karey Cain

Director of Events

Originally from Indiana, Karey has lived throughout the United States and now calls Florida home. She brings with her a...

Lily Toadvine

Administrative Office Coordinator

Lily was born in New York but grew up in SW Florida. She is a 2nd generation Chinese American and takes a lot of pride...

Christian Sahlmann

Financial Advisor

Christian, originally from Hamburg, Germany, has lived in the Sarasota Region of Florida since 2013. He has been...

Paula Alcantara

Digital Marketing Manager

Paula Alcantara is a Digital Marketing Manager based in the Philippines. She is a proud mother of two, with one daughter...