How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Our advisors

Steven Merenda

Steven Merenda

CFP®, CRPC®, CLTC®

Private Wealth Advisor

Franchise Owner
Learn more about Steven Merenda Visit Steven Merenda's website
Russell Wilson

Russell Wilson

AWMA®, AAMS®, CRPC®, CLTC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Learn more about Russell Wilson Visit Russell Wilson's website
Chet Tokar

Chet Tokar

CRPC®, AAMS®

Financial Advisor

ACCREDITED ASSET MANAGEMENT SPECIALISTSM
Learn more about Chet Tokar Visit Chet Tokar's website
Mark Hopler

Mark Hopler

CFP®, CRPC®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Mark Hopler Visit Mark Hopler's website

Our team

Jenny Baez-Galyon

Jenny Baez-Galyon

Operations Manager

Qualifications

  • Bachelors of Arts - University of Puerto Rico (Mayaguez), 1994
  • With Ameriprise since 2001
  • Florida Notary Public

Roles & Responsibilities

  • Jenny is responsible for the processing of all business paperwork and applications within the office.
View more
Kaylyn Elhoffer

Kaylyn Elhoffer

Business Development Manager,

Marketing Manager

Qualifications

  • Behavioral Financial Advisor
  • Life, Health and Variable Annuities Licensed
  • Florida Notary Public
  • Bachelor of Science, Psychology, University of Central Florida

Roles & Responsibilities

  • Kaylyn is a Behavioral Financial Advisor, and is responsible for the brand representation and business development of the company.
  • She also handles all event planning, as well as marketing and social media relations, and office management.
View more
Nathaniel Frecks

Nathaniel Frecks

Paraplanner

Qualifications

  • Life, Health and Variable Annuities Licensed
  • Bachelor of Arts, Marketing, University of Central Florida

Roles & Responsibilities

  • Nathaniel "Nate" serves as our Paraplanner. He is responsible for the rebalancing of accounts, trading within portfolios and fund research.
  • For assistance with trading, money movement and account management, please reach out to Nate.
View more
Caleb Sibley

Caleb Sibley

Financial Planning Specialist

Qualifications

  • Bachelor of Arts, Political Science, Florida Atlantic University

Roles & Responsibilities

  • Caleb serves as our Financial Planning Specialist. He is responsible for the input of client data and the implementation of financial plans.
  • If you would like to update your financial plan, or estate documents, Caleb will be able to assist you.
View more
Cheryl Louis

Cheryl Louis

Client Relationship Manager

Roles & Responsibilities

  • Cheryl is the friendly face that will greet you when you enter the office.
  • She handles scheduling, appointments and incoming calls.
View more