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Explore our actively managed investment solutions. In addition to our time-tested core strategies, we offer specialized, quantitative, and alternative investments to round out your portfolios.
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With an uncompromising focus on delivering investment and wealth management solutions, we strive to provide evolving, modern strategies that will enable people and organizations to achieve their financial goals.
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Annleah is available to answer any technical account questions and will act as a liaison for in-depth problem solving and resolution. She will ensure the seamless administration of your accounts.

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Phone: (727) 214-2603

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Meet the Team

Chelsea Seibel, CFP®

Financial Consultant

Daniel FitzMorris

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Margaret Jeffries, CFP®

Wealth Management Consultant

Owen Linback

Associate Advisory Services Consultant

Ryan Stiphany

Financial Consultant

Susan Pilon, CFP®

Senior Financial Consultant

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Annleah Jones