Staff Directory

"OUR PROCESS. YOUR RETIREMENT"

Scott Brown

Financial Advisor

30+ Years Experience

Chuck Bosworth

Financial Advisor

24 Years Experience

Rob Legenhausen​

Financial Advisor

15 Years Experience

Andrew Niklaus

Financial Advisor

Greg Roessler

Registered Representative

Derek Foster

Paraplanner

Taimi Hasanbek

CHief INvestment officer

Linda Gibbs

Office Manager

Stephanie Lally

Operations Manager

Maribeth Sanchez

Service assistant

Katrina Hopkins

Service Assistant

Shaye Wood

Service Assistant

Kaleigh Caldwell

Service Assistant

Kaleigh Caldwell

Service Assistant

Chole

Chief Supporting Officer

Contact Us

720 Rugby St. Ste 200

Orlando, FL 32804  

PH: 407-648-1881