Our Administrative Team

Carolyn Grzan

  • Series 7 License, MBA
  • Calendar Management
  • Change of Address/Contact Information
  • Client Event Planning
  • Client Forms Completion Assistance
  • Office Policy Implementation


Jaimie Walter

  • Scheduling Assistance
  • Tax Portal Coordinator
  • E-Signature Support
  • Client Event Planning
  • Community Outreach Contact
  • Plant Lady


Pilar Kalley

  • Chief Financial Officer
  • Regulatory Compliance
  • Quality Control
  • Talent Acquisition and Development
  • Company Accounting
  • Habla Español 


Helen Equi

  • Business Intelligence
  • Project Management
  • Research and Compiling Information
  • Database Quality Control
  • Meeting Follow-Up Assurance
  • Collaborate with management to complete necessary projects; work independently on prior delegated tasks
  • Maintain and re-stock office supplies as needed


Christy Schulte


  • Internal Logistics
  • Client Historical Record Maintenance
  • Database Management
  • Scheduling Support





What Sets Us Apart?

  • Integrated retirement planning, tax mitigation, legacy planning and wealth management with a focus on timely and proactive client communication.
  • Family owned and operated since 1984 with a tradition of producing superior investment results at a cost typically 25% less than other firms.
  • Central Florida’s fastest growing and most honored financial planning firm with the area’s longest running radio show.