Our advisors

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