We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Chief Investment Officer
Robbie L. Kennerson is a financial advisor in Central Florida. His retirement presentations have been attended by retirees of Lockheed Martin, NASA, Disney and FPL. Robbie has developed a specialty in advising pre-retirees and retirees...
Andrew C. Schorr is a financial advisor in Volusia County. Many retirees have attended Mr. Schorr’s presentations, including retirees of Verizon, Lockheed, and Disney. Andrew has counseled seniors how to...
Linda has been working in financial services for over 25 years and has handled all phases of back-officesupport for various fee-based and fee-only firms, both SEC and State registered. In 2016 Linda startedher own practice as a Virtual...