Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Location: Boca Raton

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Emma Jones

Emma Jones, CFP®, AFC®

Wealth Advisor

Jacksonville, Boca Raton, Naples – Downtown, Orlando, Sarasota, Tampa

Juan (Yago) Samperio Suarez, CFA®, CFP®

Sr. Wealth Advisor

Keith Huber

Managing Partner

Jacksonville, Boca Raton, Naples, Naples – Downtown, Orlando, Sarasota, Tampa

Ryan Frankel, CFP®

Principal

Sarasota, Boca Raton, Tampa, Naples – Downtown

Scott Snider image

Scott Snider, CFP®, RICP®, CEPA

Principal

Jacksonville, Westerville, Boca Raton

Stephen N. Cheifetz

Stephen Cheifetz, CFP®, CPA

Sr. Wealth Advisor

Colter Niezgodzki

Service Operations Associate

Jose Garcia

Sr. Client Service Specialist

Rose Cooke, MBA

Regional Vice President

Naples – Downtown, Boca Raton, Jacksonville, Naples, Orlando, Sarasota, Tampa

Ted Panagiotopoulos Image

Ted Panagiotopoulos

Regional Vice President

Boca Raton, Jacksonville

Tony Bouton

Tony Bouton

Regional Vice President

Jacksonville, Boca Raton

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