Broker Check



Our Financial Planners     



Your Support Team    

Heather  Moore

Heather Moore

Insurance Coordinator

904-588-8015

1-888-241-1110

Mario  Brito

Mario Brito

Client Relationship Coordinator

347-870-1876

1-888-241-1110



Wealth Strategies Division    

Jeremy  Hus, CFP®, ChFC®, CASL®, CLU®

Jeremy Hus, CFP®, ChFC®, CASL®, CLU®

Vice President, Financial Planning

John Foreman, MBA, CIMA®

John Foreman, MBA, CIMA®

Vice President, Investments

Kathleen A. Cassidy, J.D.

Kathleen A. Cassidy, J.D.

Vice President, Advanced Markets

Matthew Teel, CFP®, CLU®

Matthew Teel, CFP®, CLU®

Senior Vice President

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