Our advisors

Adam M Goldstein

Adam M Goldstein

Financial Advisor

Learn more about Adam M Goldstein
Patrick R Buchanan

Patrick R Buchanan

Financial Advisor

Learn more about Patrick R Buchanan

Our team

Lauren Wright

Lauren Wright

Registered Client Service Associate,

Financial Planning Analyst

Personal Intro

As a CERTIFIED FINANCIAL PLANNER™ professional, I have the privilege of helping clients accomplish their financial goals. I have always enjoyed solving puzzles. Each client has a unique set of dreams and concerns and I recognize how fortunate I am to be trusted with them. My role is to educate clients on the options for meeting their needs and explain the implications of their choices.

Qualifications

  • Certified Financial Planner®
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Carolyn Jones

Carolyn Jones

Client Service Associate,

Operations Specialist

Personal Intro

I have been servicing high net worth clients ranging from professional athletes to small business owners for over 14 years. I graduated from the Warrington College of Business at the University of Florida where I focused my studies on Business Marketing. My goal is alleviate the day to day stress from our clients and provide them with top notch service.

Roles & Responsibilities

  • To provide concierge service for our high net-worth clients.
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