About Us

We want to help you succeed financially through a better understanding of topics from investing and retirement, to estate planning strategies and wealth preservation. We strive to provide excellent customer service and empower you to be a confident investor.

Scott Glover
CIMA®

Partner

Phone: 321.344.1210
Email:
[email protected]

Bill Orndorf
CFP® CIMA®

Partner

Phone: 321.344.1202
Email:
[email protected]

Edward Flanagan


Partner


Phone: 321.344.1210
Email: [email protected]

Russell Glover


Senior Financial Advisor

Phone: 321.344.1208
Email:
[email protected]

Anne Owens


Senior Registered Client Associate


Phone: 321.344.1207
Email:
[email protected]

Kristine George


Senior Registered Client Associate


Phone: 321.344.1213
Email:
[email protected]

Dee Anna Dexter-Wright

Senior Administrative Assistant


Phone: 321.344.1210
Email:
[email protected]

Sarah Nunn

Senior Operations/Administrative Manager

Phone: 321.344.1211
Email:
[email protected]

Sharon Croenlein

Senior Registered Client Associate

Phone: 321.344.1202
Email:
[email protected]

Karen Weaver

Senior Registered Client Associate


Phone: 321.344.1203
Email: [email protected]