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: Jacksonville

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Emma Jones

Emma Jones, CFP®, AFC®

Wealth Advisor

Jacksonville, Boca Raton, Orlando, Sarasota, Tampa

Ian Aguilar

Ian Aguilar, CFP®

Wealth Advisor

Jenn King

Jenn King, CFP®, RICP®

Wealth Advisor

Jonathan Castle Image

Jonathan N. Castle, MSFS

Sr. Wealth Advisor

Josh Broadhurst

Wealth Advisor

Keith Huber

Sr. Director

Michael Mikonis

Michael Mikonis, CFP®, RICP®

Wealth Advisor

Jacksonville, Sarasota, Tampa

Michelle Ash Image

Michelle Ash, CFP®, MSFS, RICP™

Sr. Wealth Advisor

Scott Snider image

Scott Snider, CFP®, RICP®, CEPA, CRPC

Wealth Advisor

Jacksonville, Columbus

Merrick Estes

G. Merrick Estes, Jr.

Sr. Vice President

Atlanta, Asheville, Charlotte, Raleigh, Durham, Boca Raton, Orlando, Jacksonville, Sarasota, Tampa, Franklin, Gallatin, Naples

Ted Panagiotopoulos Image

Ted Panagiotopoulos

Regional Vice President

Boca Raton, Jacksonville

Tony Bouton

Tony Bouton

Regional Vice President

Jacksonville, Boca Raton

Christopher Anderson

Chris Anderson

Client Service Specialist

Karen Rasmussen

Karen Rasmussen, FPQPTM

Operations Manager

Theresa Nichols

Theresa Nichols

Client Service Specialist

Nikki Keophet

Client Service Specialist

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