Team H. Lee Little, CFP® Managing Partner (904) 296-7526 Lee started his independent financial services firm in 1996, intent upon providing personal, objective guidance that high-net-worth individuals, retirees, and business owners need to pursue their financial goals. "As independent... Read more Valerie J. Heineman, FPQPTM Office Manager (904) 296-7526 Upon relocating her family to Jacksonville, Florida in 1998, Valerie obtained her securities registration and began her investment career 20 years ago with the securities division of one of the state's largest banks. She later joined a... Read more H. Connor Little, CFP® Financial Planning Assistant Connor began his financial services career at Northwestern Mutual as a financial intern earning his Florida Life and Health insurance license while attending college in 2017. He graduated from the University of North Florida (UNF) with... Read more Have a Question? Name Email Address Question Thank you! Oops!