With a solid foundation of teamwork, we apply the individual skills and strengths of each member of our practice to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel confident, connected and in control of your financial life.



Our advisors

Shaun Spaid, Private Wealth Advisor serving the Orlando, FL area - Ameriprise Advisors

Shaun Spaid

CFP®, MBA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Shaun Spaid
Erika Heredia Link, Financial Advisor serving the Orlando, FL area - Ameriprise Advisors

Erika Heredia Link

CFP®, CRPC®, APMA®

Financial Advisor

Learn more about Erika Heredia Link

Our team

Jamea Jackson

Jamea Jackson

Client Service Associate