Planning Team

Our team is comprised of seasoned professionals who are passionate about building integrated financial plans with our clients. Our unique planning approach is supported by over 100 years of industry experience and education. We build our relationships based on professionalism, accountability and trust.

 

James L. Erb Jr. , CLU®, ChFC®, CASL®, CFP®, RICP®

Partner and Private Wealth Advisor

Office 813-353-1355


Email

Read Bio

Bill Becker , CFP®, CPWA®, CLU®, CASL®, RICP®

Private Wealth Advisor

Office 813-426-1051


Email

Read Bio

Robert Cox , MBA, Ph.D., ChFC®, RICP®, AEP®

Partner and Private Wealth Advisor

Office 727-725-7100


Fax 727-683-9885


Mobile 727-420-6358


Email

Read Bio

Matthew R. Walsh , CFP®, CIMA®

Private Wealth Advisor

Office 813-426-1056


Email

Read Bio

Sean M. Jones , CFS

Associate Private Wealth Advisor

Office 727-725-7133


Email

Read Bio

Derek Smith

Associate Private Wealth Advisor

Office 813-353-1355


Email

Read Bio

Brittney Coffman MSF

Associate Private Wealth Advisor

Office 813-426-1353


Email

Read Bio

Nick Stavrakis

Associate Financial Representative

Office 813-875-2005


Email

Read Bio

Rose M. Labiosa , CLU®

Director of Insurance Services

Office 813-426-1049


Email

Read Bio

Sarah Dupree

Director of New Business and Communications

Office 727-725-7100


Fax 727-683-9885


Email

Read Bio

Aida Talha

Investment Operations Associate

Office 813-353-1355


Email

Read Bio

Jennifer McEachern

Office Coordinator

Office 813-353-1355


Email

Read Bio

Pam Cox

Director of Insurance Operations and Services

Office 727-725-7103


Email

Read Bio