Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.


Advisors

Eric Nompleggi

CFP®, CRPC, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Visit Eric Nompleggi's website

David N Adams

LUTCF®

Private Wealth Advisor

Managing Director
Visit David N Adams's website

Daniel Dichter

Financial Advisor

Managing Director
Visit Daniel Dichter's website

Elicia Geneva Fultz

CFP®

Financial Advisor

Managing Director
Visit Elicia Geneva Fultz's website


Team

Kirstin Moore

Kirstin Moore

Client Service Associate

Personal Intro

Kirstin is a University of Florida graduate with over 25 years of experience in the client service industry. She is dedicated to delivering exceptional support, building strong client relationships, and ensuring a seamless service experience. Known for her attention to detail and client‑focused approach, Kirstin consistently strives to provide solutions that enhance both client satisfaction and team success.

Qualifications

  • A Bachelor of Science (BS) in Advertising from the University of Florida

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