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.