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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Southeast: Florida

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Gerard P. Levesque

Tax Manager

Christopher Anderson

Chris Anderson

Client Service Specialist

Claudia Ona

Sr. Client Services Specialist

Colter Niezgodzki

Client Service Specialist

Connie Fornberg

Client Service Specialist

Karen Rasmussen

Karen Rasmussen, FPQPTM

Operations Manager

Lillian Patrikios

Sr. Client Service Specialist

Atlanta, Tampa, Sarasota

Madison Cosgriff

Client Service Specialist

Summer Miles operations manager

Summer Miles

Operations Manager

Theresa Nichols

Theresa Nichols

Client Service Specialist

Zachary Desjardins

Client Service Specialist

Tampa, Sarasota

Nicholas Semko

Nicholas Semko, CFP^®, CRPC^®, CMFC^®

Managing Director, Channel Client Development

Sarasota, Tampa

Nikki Keophet

Client Service Specialist

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