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Our Qualifications


In addition to private practice for two decades, Lee has served as adjunct faculty instructing in many areas of financial planning at Florida Community College Jacksonville and Tallahassee Community College. During his tenure, he has taught all six areas of the CFP (Certified Financial Planner) program including the comprehensive review to many independent advisors and large financial institutions.

Lee has provided financial education to many local businesses and fortune 500 companies. He has also instructed financial planning workshops at Florida Community College Jacksonville for pre-retirees and retirees as adjunct faculty. I hope you will agree, the best way to really understand a subject is to teach it to others. In our desire to remain on the leading edge of our industry and continue providing the most current and comprehensive strategies to our clients we make continuing education a top priority.

We stay current with developments and changes in legislation that may have an impact on your financial situation. Lee is a member of the Financial Planning Association where he has served many local voluntary roles including President. Lee has written articles for the "Florida Times Union" and has served as guest analyst for the local "Fox" affiliate on economic and financial issues.


Investment firms, banks, and trust companies face continuous change. As you invest or inquire about financial strategies with these firms, you can end up explaining your financial history over and over to appointed advisors who don't know you, and advisors whom you may not know next year. We have been in practice since 1996 and seen our clients' portfolios through bear and bull markets. We will be here for you year after year through the good and challenging times.


Bachelors in Business Administration: University of Memphis

Masters of Business Administration (Specialty in International Business), Member National Dean's List.

CFP® Board Registered Program: College for Financial Planning

Certificate in Business Succession Planning: American College

Certificate in Financial Retirement Strategy: Wharton School of Business

Licenses and Qualifications

*Held through LPL Financial


General Principal (Series 24)*

General Securities (Series 7)*

Blue Sky Laws (Series 63)*

Managed Securities (Series 31)*

Florida Insurance


Because our clients deserve the highest level of personal service, we are limiting our practice to only 150 individuals and families. We believe that planning makes the difference and can best be done with a long successful relationship as your advisor.

We offer no-obligation meetings to discuss your particular situation to see if we can add value to your financial and retirement needs.

If we meet the high standards required by you and your family, please contact us at the phone number or email address provided on our home page.