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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Keith Huber

Managing Partner

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

Ian Aguilar, CFP®, MBA

Principal

Jacksonville

Scott Snider, CFP®, RICP®, CEPA

Principal

Jacksonville, Westerville, Boca Raton

Emma Jones, CFP®, AFC®

Wealth Advisor

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

Jenn King, CFP®, RICP®

Wealth Advisor

Jacksonville

Josh Broadhurst, CFP®

Wealth Advisor

Jacksonville

Michael Mikonis, CFP®, RICP®

Wealth Advisor

Jacksonville, Naples – Downtown, Sarasota, Tampa

Michelle Ash, CFP®, MSFS, RICP®

Sr. Wealth Advisor

Jacksonville

Chris Anderson

Client Service Specialist

Jacksonville

Karen Rasmussen, FPQPTM

Operations Manager

Jacksonville

Nikki Keophet

Client Service Specialist

Jacksonville

Stefan Madaffari

Service Operations Associate

Jacksonville

Theresa Nichols

Client Service Specialist

Jacksonville

Brian Yannaccone

Regional Vice President

Jacksonville

Rose Cooke

Regional Vice President

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

Ted Panagiotopoulos

Regional Vice President

Boca Raton, Jacksonville

Tony Bouton

Regional Vice President

Jacksonville, Boca Raton

Josh Johnson

Financial Planner

Jacksonville

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