Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.


Our advisors

Advisor photo for Eliah Ewing

Eliah Ewing

MBA, CRPC, APMA®

Private Wealth Advisor

Business Financial Advisor
Learn more about Eliah Ewing
Advisor photo for William Walters

William Walters

CFP®

Financial Advisor

Learn more about William Walters


Our team

Aviana McDaniel

Aviana McDaniel

Client Service Specialist

Personal Intro

Aviana McDaniel is currently working towards a Master's degree! She started working at Ameriprise to learn about business and expand her professional skillset. When not at work, Aviana enjoys spending time with her family on their small horse farm.

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Kaity Murray

Kaity Murray

Practice Manager,

Client Concierge

Personal Intro

Kaity was born and raised in Tampa. She came to us after working in management in the food service industry, wanting to expand her professional horizons. When she’s not at work Kaity enjoys reading, painting, sculpting, crafts, DIY’s (anything that allows her to express herself creatively) as well as spending time with her 2 cats and her fiance Quinn.

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