Our goal is simple; help our clients live more enjoyable lives with a little help from smarter financial planning. A second set of eyes on your financial future is always a good idea. If you want an experienced financial team to review your portfolio and financial needs, we urge you to call us at (239) 288-1575 for a complimentary evaluation. We look forward to hearing from you.


A horrific golfer

Eric Kearney

President and Senior Investment Advisor


Once worked on an Alaskan fishing boat

Autumn Foster

Executive Assistant, Client Liaison


Travel and Underwater Photographer Enthusiast.

Donna Krohn

Certified Financial Planner™ Global Financial Planning Fellow, Behavioral Finance Advisor™


The oldest millennial you’ll ever meet.

Joseph Lanza

Investment Advisor Representative


Loves to paint with her Sheros (female heros)

Amy Lawson

Investment Advisor Representative