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.

Search results for:

Location: Sarasota

Clear All Filters

Keith Huber

Managing Partner

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

Ryan Frankel, CFP®

Principal

Sarasota, Boca Raton, Tampa, Naples – Downtown

Emma Jones

Emma Jones, CFP®, AFC®

Wealth Advisor

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

Michael Mikonis

Michael Mikonis, CFP®, RICP®

Wealth Advisor

Jacksonville, Naples – Downtown, Sarasota, Tampa

Michelle Hendry

Sr. Wealth Advisor

Lillian Patrikios

Sr. Client Service Specialist

Atlanta, Naples – Downtown, Tampa, Sarasota

Zachary Desjardins

Client Service Specialist

Tampa, Sarasota, Naples – Downtown

Nicholas Semko

Nicholas Semko, CFP^®, CRPC^®, CMFC^®

Managing Director, Channel Client Development

Sarasota, Naples – Downtown, Tampa

Rose Cooke

Regional Vice President

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

Steve Cordasco

Regional Vice President

Naples – Downtown, Sarasota, Cherry Hill, Naples

Brett Sperin

Brett Sperin

Sr. Vice President

Sarasota, Tampa, Naples – Downtown

Ready to get started?

Explore More

Investment Management

Why The New Fed Chairman Won’t Clarify the Interest Rate Outlook

June 30, 2026

Investment Management

Using Stock Swaps to Exercise Employee Stock Options

June 30, 2026

Estate Planning

Estate Planning Strategies for Your Financial Future

June 29, 2026

Continue Browsing