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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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

Michelle Ash Image

Michelle Ash, CFP®, MSFS, RICP™

Sr. Wealth Advisor

Scott Snider image

Scott Snider, CFP®, RICP®, CEPA

Wealth Advisor

Ted Panagiotopoulos Image

Ted Panagiotopoulos

Regional Vice President

Boca Raton, Jacksonville, Naples, Tampa, Sarasota

Emma Jones

Emma Jones, CFP®

Financial Planner

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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