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: North Naples

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Keith-Embree

Keith Embree, CFP®

Wealth Advisor

Nadia Keric, CFP®

Sr. Wealth Advisor

Tom-Lamacchio

Tom LaMacchio

Sr. Wealth Advisor

Claudia Ona

Sr. Client Services Specialist

Connie Fornberg

Client Service Specialist

Madison Cosgriff

Client Service Specialist

Summer Miles operations manager

Summer Miles

Operations Manager

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