Broker Check

Our Crew – A dedicated team of professional fiduciaries

Cathy is a Certified Financial Planner™ (CFP®) and President of the firm she founded in 1994. She has been a CFP® since 1986 and has devoted the entirety of her career to helping clients plan their financial futures and...

Read more

Elizabeth A. Reider

Chief Marketing Officer & Operations Director

727-281-2210

To better serve our clients, we added Elizabeth to the team in March of 2012. She has worn many hats over the years, and has become the point person in the office for any client service or operations question. As office manager, her...

Read more

Over the years, Kelsey has spent her summers interning at our firm. Because of this experience, she made the decision to join the firm officially in May 2017. She comes to us armed with interpersonal skills, initiative, and a...

Read more

Since January 2019, Anne has been able to assist Cathy and our clients with exceptional customer service. Originally starting her role at the front desk, she quickly advanced to a new role with more responsibilities...

Read more

A true people person, Kelsey Morgan joins our firm with 8 years customer services experience. In July 2019, Kelsey Morgan stepped into a role we affectionately like to call the “Director of First Impressions.” She is the...

Read more



Sail toward the life of your dreams

We work together to reduce complexity and provide plans for how you can strategically utilize resources. We’ll start by crafting a custom plan for your needs. That process begins with a complimentary discovery consultation that allows you to learn more and get to know us better.

Schedule A Call