The Team

If you want to be able to count on your assets — today and tomorrow, it’s important to prepare for the unexpected. In our practice, we use our exclusive Confident Retirement® approach to recommend balanced and customized asset and risk management strategies. Whether health, life, disability income or long-term care insurance, we suggest solutions and coverage levels to best suit each client. Whatever life sends your way, you’ll feel better knowing you are protecting yourself and your loved ones.

Our Advisors

Jefferson A Ledbetter

Jefferson A Ledbetter

Financial Advisor

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Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Wealth Preservation Strategies

Education

Florida State University

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Kristen Hernandez

Kristen Hernandez

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investment Management
  • Saving for Education

Education

Florida State University - College of Business

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