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

Kris Kasturi, Private Wealth Advisor serving the Palm Coast, FL area - Ameriprise Advisors

Kris Kasturi

CRPC

Private Wealth Advisor

Learn more about Kris Kasturi Visit Kris Kasturi's website
Abby Santiago, Financial Advisor serving the Palm Coast, FL area - Ameriprise Advisors

Abby Santiago

CFP®, CLU®

Financial Advisor

Managing Partner of Florida Wealth Planning Group
Learn more about Abby Santiago Visit Abby Santiago's website
David Thompson, Financial Advisor serving the Palm Coast, FL area - Ameriprise Advisors

David Thompson

CFP®, ChFC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about David Thompson Visit David Thompson's website
John Joseph Lomba, Financial Advisor serving the Palm Coast, FL area - Ameriprise Advisors

John Joseph Lomba

APMA, CRPS, CMFC

Financial Advisor

Managing Partner of Florida Wealth Planning Group
Learn more about John Joseph Lomba Visit John Joseph Lomba's website
Tracey Lovitz, Financial Advisor serving the Palm Coast, FL area - Ameriprise Advisors

Tracey Lovitz

CFP®

Financial Advisor

Learn more about Tracey Lovitz Visit Tracey Lovitz's website
Graham Edwards, Financial Advisor serving the Palm Coast, FL area - Ameriprise Advisors

Graham Edwards

Financial Advisor

Franchise Owner
Learn more about Graham Edwards Visit Graham Edwards's website
Jarrod Shoemaker, Financial Advisor serving the Palm Coast, FL area - Ameriprise Advisors

Jarrod Shoemaker

CFP®, BFA, APMA

Financial Advisor

Learn more about Jarrod Shoemaker Visit Jarrod Shoemaker's website
Matthew Deckman, Financial Advisor serving the Palm Coast, FL area - Ameriprise Advisors

Matthew Deckman

CRPC, CMFC

Financial Advisor

Financial Planning Specialist
Learn more about Matthew Deckman Visit Matthew Deckman's website
Jess Cook, Financial Advisor serving the Palm Coast, FL area - Ameriprise Advisors

Jess Cook

BFA

Financial Advisor

Learn more about Jess Cook Visit Jess Cook's website
Tara J Showalter, Financial Advisor serving the Palm Coast, FL area - Ameriprise Advisors

Tara J Showalter

JD, CFP®, APMA

Financial Advisor

Managing Director of Florida Wealth Planning Group
Learn more about Tara J Showalter Visit Tara J Showalter's website
Larry J Woodruff Jr, Financial Advisor serving the Palm Coast, FL area - Ameriprise Advisors

Larry J Woodruff Jr

Financial Advisor

Learn more about Larry J Woodruff Jr Visit Larry J Woodruff Jr's website
Staci W Leonard, Financial Advisor serving the Palm Coast, FL area - Ameriprise Advisors

Staci W Leonard

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Staci W Leonard Visit Staci W Leonard's website
Paul Streeter, Financial Advisor serving the Palm Coast, FL area - Ameriprise Advisors

Paul Streeter

APMA, AAMS, BFA

Financial Advisor

Behavioral Financial Advisor™
Learn more about Paul Streeter Visit Paul Streeter's website
Michael Testoni, Financial Advisor serving the Palm Coast, FL area - Ameriprise Advisors

Michael Testoni

CFP®

Financial Advisor

Learn more about Michael Testoni Visit Michael Testoni's website
Dennis E Lott Jr, Financial Advisor serving the Palm Coast, FL area - Ameriprise Advisors

Dennis E Lott Jr

Financial Advisor

Learn more about Dennis E Lott Jr Visit Dennis E Lott Jr's website
Richard Manankil, Financial Advisor serving the Palm Coast, FL area - Ameriprise Advisors

Richard Manankil

Financial Advisor

Learn more about Richard Manankil Visit Richard Manankil's website
Michael Scott McCranie, Financial Advisor serving the Palm Coast, FL area - Ameriprise Advisors

Michael Scott McCranie

CFP®

Financial Advisor

Managing Partner of Florida Wealth Planning Group
Learn more about Michael Scott McCranie Visit Michael Scott McCranie's website
Marcus N Ford, Financial Advisor serving the Palm Coast, FL area - Ameriprise Advisors

Marcus N Ford

Financial Advisor

Learn more about Marcus N Ford Visit Marcus N Ford's website
Larry Peggs, Financial Advisor serving the Palm Coast, FL area - Ameriprise Advisors

Larry Peggs

RFC®

Financial Advisor

Learn more about Larry Peggs Visit Larry Peggs's website
Christopher D'Andrea Jr, Financial Advisor serving the Palm Coast, FL area - Ameriprise Advisors

Christopher D'Andrea Jr

Financial Advisor

Learn more about Christopher D'Andrea Jr Visit Christopher D'Andrea Jr's website
Alan R Frisher, Financial Advisor serving the Palm Coast, FL area - Ameriprise Advisors

Alan R Frisher

ChFC®, CLU®, CDFA®

Financial Advisor

Learn more about Alan R Frisher Visit Alan R Frisher's website
Todd Shier, Financial Advisor serving the Palm Coast, FL area - Ameriprise Advisors

Todd Shier

Financial Advisor

Managing Partner of Florida Wealth Planning Group
Learn more about Todd Shier Visit Todd Shier's website
Britt Barr, Financial Advisor serving the Palm Coast, FL area - Ameriprise Advisors

Britt Barr

Financial Advisor

Learn more about Britt Barr Visit Britt Barr's website

Eric Trawick

Financial Advisor

Learn more about Eric Trawick Visit Eric Trawick's website
Ed Donner, Financial Advisor serving the Palm Coast, FL area - Ameriprise Advisors

Ed Donner

CFP®

Financial Advisor

Managing Partner of Florida Wealth Planning Group
Learn more about Ed Donner Visit Ed Donner's website
Destiny Kunzig, Financial Advisor serving the Palm Coast, FL area - Ameriprise Advisors

Destiny Kunzig

Financial Advisor

Learn more about Destiny Kunzig Visit Destiny Kunzig's website
Liesl Savage, Financial Advisor serving the Palm Coast, FL area - Ameriprise Advisors

Liesl Savage

MBA, CFP®, CDFA®

Financial Advisor

Learn more about Liesl Savage Visit Liesl Savage's website

Our team

Brandy Boone

Brandy Boone

Paraplanner

Veronica Conner

Veronica Conner

Operations Specialist,

Financial Planning Specialist
DeAnne Gildred-Moritz

DeAnne Gildred-Moritz

Operations Manager

Linda Sperando

Linda Sperando

Client Service Manager

Bobby Pastor

Bobby Pastor

Office Manager,

Operations Manager
Jennifer Keller

Jennifer Keller

Operations Specialist,

Client Service Specialist
Rhonda Odle

Rhonda Odle

Operations Specialist,

Client Service Specialist
Renee McCranie

Renee McCranie

Operations Specialist

Hanna Mihm

Hanna Mihm

Client Service Coordinator,

Intern
Alejandra Salazar

Alejandra Salazar

Operations Specialist

Rebecca King

Rebecca King

Paraplanner,

Operations Manager
Emily Johnson

Emily Johnson

Client Service Coordinator,

Intern
Tristian Delage

Tristian Delage

Financial Planning Specialist,

Intern
Scott Smith

Scott Smith

Client Relationship Manager

Liberty Streeter

Liberty Streeter

Client Service Coordinator,

Operations Specialist

Cindy Downie

Operations Specialist,

Client Relationship Specialist