Our advisors

Sean Marlowe

Sean Marlowe

Private Wealth Advisor

Managing Partner
Learn more about Sean Marlowe Visit Sean Marlowe's website
Andrew Petty

Andrew Petty

Private Wealth Advisor

Managing Partner
Learn more about Andrew Petty Visit Andrew Petty's website
Brandon Ronca

Brandon Ronca

Private Wealth Advisor

Managing Partner
Learn more about Brandon Ronca Visit Brandon Ronca's website
Blake Robson

Blake Robson

Financial Advisor

Vice President
Learn more about Blake Robson Visit Blake Robson's website

Our team

Lisa Black

Lisa Black

Client Relationship Manager,

Event Planner

Personal Intro

BA Degree in Communication from Florida Atlantic University

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Eric Moyle, CRPC<sup>®</sup>

Eric Moyle, CRPC®

Paraplanner

Nancy Telep

Nancy Telep

Operations Director

Brian Wise, CFP<sup>®</sup>

Brian Wise, CFP®

Paraplanner