Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.
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Bailey grew up in Charlotte, North Carolina where she loved the mountains, trees changing colors and the community. She then moved to Florida in 2014 but loves to travel and see different parts of the world. Her family is highly dedicated to baseball, finding good food, and always enjoying time with friends.
Master’s in Business Administration from Florida Gulf Coast University
Hailey grew up in a small town in Wisconsin and is married to Cody. Their family includes two sons (soon to be three), two mini dachshunds, and two cats. She’s a book lover and enjoys playing board games with family.
AAS in Accounting from Moraine Park Technical College
Heather moved to Florida in 2016 from Central Indiana, because she hates cold weather. She loves being in the sunshine, either at the pool, beach, or outdoor restaurant/bar. Heather also enjoys trying new things from food to travel.
Shawn transitioned to Florida from the Midwest in 2009 and hasn't looked back since. She enjoys the Florida sunshine, beaches and top down in the convertible.
Sheri has been with practice since 2007. Sheri is married to Rob and they have two daughters. She enjoys spending time with family and friends, her family pets and traveling with Rob now that they are empty-nesters.
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