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Our professionals

Our financial professionals are active members of their communities, dedicated to helping individuals and businesses build the financial futures they envision. Through education, experience, and professional affiliations, our financial professionals' have built a practical approach to offering financial services and strategies to their clients. Each maintains a strong sense of community and a solid professional foundation.

Our Leadership Team

The combined experience, credentials, and knowledge of our leadership team allows the financial professionals in our firm to provide top-quality, cost-effective financial strategies, designed to help our clients realize their financial goals.
 

Our professionals

Working with one of our financial professionals can give you the confidence to see your way to the financial future you want. With offices conveniently located in Orlando and Tampa we are easily accessible to help meet our clients’ needs.
We offer in-depth knowledge and financial strategies to help you design and implement your optimal wealth management strategy. Our team of financial professionals helps ensure that the many areas of your financial life are addressed and coordinated.

Alice   Arnold

Alice Arnold

Financial Professional

407-926-2551

407-872-3887

David A.  Vente

David A. Vente

Financial Professional

813-466-3169

813-289-8774

John Musick

John Musick

Financial Professional

407-926-2580

407-872-3887

Our Staff

You can always depend on the professionalism and experience of our dedicated staff members. Their job is to support you and help you reach your goals.