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Broker Check

Florida Team

Geral M. Smith

Geral M. Smith

Office of Supervisory Jurisdiction

585-383-0180

(585) 383-0654

Louis K.  Albenga, IACCP®

Louis K. Albenga, IACCP®

Chief Operating Officer & Chief Compliance Officer

239-262-6577

239-649-6315

Susan A. Hansen

Susan A. Hansen

Director of Administration

239-262-6577

239-649-6315

Michelle Albenga

Michelle Albenga

Financial Planning Operations Associate

239-262-6577

Nereida S. Ciccarelli

Nereida S. Ciccarelli

Client Services Associate

239-262-6577

239-649-6315

Jennifer Cody

Jennifer Cody

New Business Development Coordinator

239-262-6577

Carrie L. Fales

Carrie L. Fales

Operations Specialist

239-262-6577

239-649-6315

Melissa Garcia

Melissa Garcia

Client Services Associate

239-262-6577

239-649-6315

Kim Kobus

Kim Kobus

Client Services Associate

239-262-6577

239-649-6315

Kim Koert

Kim Koert

Client Services Associate

239-262-6577

239-649-6315

Lyndsey Landgraf

Lyndsey Landgraf

Client Services Associate

239-262-6577

239-649-6315

Alex Raposa

Alex Raposa

Financial Planning Operations Associate

239-262-6577

239-649-6315