The Team

Do you ever wonder how you will generate income in retirement? Our practice is dedicated to helping clients formulate a strategy for retirement income that considers all their assets, savings, investments, Social Security and other potential income sources to help them be well prepared. Using our exclusive Confident Retirement® approach, our goal is to help clients build and protect their income during their working years and develop a distribution plan for retirement. Together we build confidence — for today and for tomorrow — so they can live the retirement they’ve earned and deserve.

Our Advisors

Carmen Lance

Carmen Lance

Financial Advisor

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Top Areas of Focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Plan Distribution

Education

Bachelor of Arts in Business Admisistration - Finance from Wesleyan College

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Gayle Horton

Gayle Horton

Financial Advisor

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Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investments

Education

Bachelors of Science in Business Administration, University of Central Florida, Orlando, FL, 1986

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Our Staff

Brandy Clonts

Brandy Clonts

Executive Assistant