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

Christopher Nast

Christopher Nast

Private Wealth Advisor

More about me...



Top Areas of Focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Retirement Plan Distribution


B.A. University of Florida, 1985, A.A. Central Florida Community, 1982


Our Staff

Vicki Nast

Vicki Nast

Office Manager

Heather Anderson

Heather Anderson

Financial Planning Assistant