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: Tampa

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Emma Jones

Emma Jones, CFP®, AFC®

Wealth Advisor

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

Ryan Frankel, CFP®

Wealth Advisor

Sarasota, Boca Raton, Tampa, Naples

Brett Sperin

Brett Sperin

Regional Vice President

Sarasota, Tampa, Naples

James Werner

James Werner

Manager, Regional Client Development

Fairport, New York, Naples, Tampa, Sarasota

Lillian Patrikios

Sr. Client Service Specialist

Atlanta, Naples, Tampa, Sarasota

Nicholas Semko

Nicholas Semko, CFP^®, CRPC^®, CMFC^®

Managing Director, Channel Client Development

Sarasota, Naples, Tampa

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