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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...
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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...

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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...

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