Staff Directory

"OUR PROCESS. YOUR RETIREMENT"

Scott Brown

Financial Advisor

30+ Years Experience

  • 407-648-1881

Paul Wood

Financial Advisor

30+ Years Experience

  • 407-648-1881

Chuck Bosworth

Financial Advisor

24 Years Experience

  • 407-648-1881

Syd Gomez

Financial Advisor

22 Years Experience

30+ years in Central Florida

  • 407-648-1881

Rob Legenhausen​

Financial Advisor

15 Years Experience

  • 407-648-1881

JR MacClary

Financial Advisor

13 Years Experience

  • 407-648-1881

Michael Clark

Financial Advisor

12 Years Experience

  • 407-648-1881

John McCann

Financial Advisor

8 Years Experience

  • 407-648-1881

Austin Braun

Financial Advisor

6 Years Experience

  • 407-648-1881

Courtney Wood

Financial Advisor

  • 407-648-1881

Dario Zapata

Financial Advisor

  • 407-648-1881

Theo Desmulier

Financial Advisor

  • 407-648-1881

Greg Roessler

Registered Representative

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Derek Foster

Paraplanner

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Linda Gibbs

Office Manager

Maribeth Sanchez

Service assistant

Katrina Hopkins

Service Assistant

Tatiana Carter

Service Assistant

Shaye Wood

Service Assistant

Kaleigh Caldwell

Receptionist

Virginia Burchfield

Marketing

Chole

Chief Supporting Officer

Contact Us

720 Rugby St. Ste 200

Orlando, FL 32804  

PH: 407-648-1881