Our advisors

David Carson

CFP®, CRPC, APMA

Private Wealth Advisor

Managing Director
Learn more about David Carson Visit David Carson's website

Brian Wheeler

CFP®, CLTC®

Private Wealth Advisor

Managing Director
Learn more about Brian Wheeler Visit Brian Wheeler's website

Jane Fontaine

CFP®, MS, ChFC®, CASL®, CLU®

Financial Advisor

Learn more about Jane Fontaine Visit Jane Fontaine's website


Our team

Kim Kennovin

Kim Kennovin

Registered Client Service Associate

Qualifications

  • Series 7
  • Series 63
  • Florida Insurance License (Life, Health & Variable Annuity)
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Caren Cardin

Caren Cardin

Registered Client Service Associate

Qualifications

  • Series 7
  • Series 66

  • Florida Insurance License (Life, Health & Variable Annuity)

View more