The Team

Personalized advice to help you achieve your goals

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

I take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and always in control of your financial life.

Our Advisors

Carla Wesley Boggess

Carla Wesley Boggess

Financial Advisor

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Designations

MBA

Top Areas of Focus

  • Tax Planning Strategies
  • Divorce Financial Planning
  • Retirement Planning Strategies

Education

BA in French, University of Alabama- Tuscaloosa, Alabama 1976, BA in Sociology, University of Alabama- Tuscaloosa, Alabama 1976, MA in Psychology, Monmouth University-West Long Branch, New Jersey 2001, MBA, Florida Gulf Coast University-Fort Myers, Florida May 2015

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Our Staff

Lynn Lemke

Client Service Coordinator

Adam Yakubec, CRPC

Adam Yakubec, CRPC

Field Operations Team Leader

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Qualifications

  • FINRA Series 7 License
  • FINRA Series 66 License
  • FINRA Series 31 License
  • Florida Life, Health and Variable License
  • Chartered Retirement Planning Counselor