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) 471-0461 for a complimentary evaluation. We look forward to hearing from you.

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A horrific golfer

Eric Kearney

President and Senior Investment Advisor

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Once worked on an Alaskan fishing boat

Autumn Foster

Executive Assistant, Client Liaison

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Loves to paint with her Sheros (female heros)

Amy Lawson

Investment Advisor Representative

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Travel and massage enthusiast.

Donna Krohn

Certified Financial Planner

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The oldest millennial you’ll ever meet.

Joseph Lanza

Investment Advisor Representative