Marc Wooten, CFP®, CLU®, ChFC®, E.A., Senior Wealth Manager, Partner, i
Tara Bobelak, CFP®, Wealth Manager, Partner, is
Danielle Cinicolo, CPA, MAcc, E.A., Partner, is a graduate of Stetson University with a Bachelor of Business Admin
Brian von Hein, CIMA®, APMA™, Trading Associate, has earned his Bachelor of Business Administration with a concentration in Finance at the University of New Mexico.
Jeremiah Cronin, Client Service Associate, has earned his Bachelor of Business Administration in Social Science and Economics from Florida State University.
Lindsey Mains, Client Service Associate, has earned her Associate in Arts from Seminole State College.
Leonardo Rodriguez, Client Service Associate, has earned his Bachelor of Arts in Elementary Education and Behavioral Management from Ana G. Mendez University.
