Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Location: Jacksonville

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Emma Jones

Emma Jones, CFP®, AFC®

Wealth Advisor

Jacksonville, Boca Raton, Naples, Orlando, Sarasota, Tampa

Ian Aguilar

Ian Aguilar, CFP®

Wealth Advisor

Jenn King

Jenn King, CFP®, RICP®

Wealth Advisor

Jonathan Castle Image

Jonathan N. Castle, MSFS, CFP®

Sr. Wealth Advisor

Michael Mikonis

Michael Mikonis, CFP®, RICP, IAR

Wealth Advisor

Jacksonville, Naples, Sarasota, Tampa

Michelle Ash Image

Michelle Ash, CFP®, MSFS, RICP™

Sr. Wealth Advisor

Scott Snider image

Scott Snider, CFP®, RICP®, CEPA, CRPC

Wealth Advisor

Jacksonville, Columbus

Ted Panagiotopoulos Image

Ted Panagiotopoulos

Regional Vice President

Boca Raton, Jacksonville

Christopher Anderson

Chris Anderson

Client Service Specialist

Karen Rasmussen

Karen Rasmussen, FPQPTM

Operations Manager

Theresa Nichols

Theresa Nichols

Client Service Specialist

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