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About

Our Founding

As an independent Investment Advisor Representative, I have a fiduciary responsibility to act in the best interests of my clients. 

Services

We offer investments, insurance, annuities and tax services to meet all of your financial services needs. 

Our Logo

When employed together, our services are meant to protect you, the client. 

Pensacola Lighthouse

The photos featured on our home page slider aren't those of just another lighthouse.