How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Michael Thompson
Director of Advanced Planning
No two people are the same, so why would you want someone else's financial strategy? After all, with different careers, life path, and goals, you need advice tailored to your situation. That's why we seek to simplify the complex, while...
Tony Montini
Registered Investment Advisor
While studying finance at Florida State University, Tony became interested in the financial services and investment industry. After completing a summer internship at Merrill Lynch, his passion grew even stronger, and he wanted to help...
Katie Jamil, CFP, AIF, CPFA
401K Specialist
As director or our retirement plan division, Katie works with companies to establish, operate and enhance qualified and non-qualified retirement plans. Since 2008, Katie, better known as 401Katie, has worked with business owners and...
Michael Cousar
Disability Income Specialist
Trevor Mann
Director of Business Developement
Trevor Mann brings a visionary approach to his career. Raised in Richmond, Virginia, Trevor has established himself as a forward-thinking financial professional that is committed to building generational wealth for his clients. Trevor...