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Meet The Team

You Are At The Heart Of Everything We Do

We are confident that our personal service and expertise can help you prepare for the future and work towards your goals. We have developed a reputation for educating our clients in a way that empowers them to pursue their goals. 

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a seemingly complex world. We invite you to discover and experience our truly personalized services.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives.

Jared Motzenbecker CFP®, CMT, CPWA®

Director of Wealth Services, Chief Investment Officer

(727) 417-0308

Jared Motzenbecker is a Certified Financial Planner™ practitioner, Chartered Market Technician, and a Certified Private Wealth Advisor® professional. He has been in the Financial Services industry for more than 15 years and...

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Tim Self

Senior Vice President, Investments


Tim Self is a Senior Vice President of Investments and an Investor Advisor Representative with LPL Financial. He has his Series 7 and 66 Securities registrations held with LPL Financial as well as his Life and Health Insurance license.

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Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, values, and long-term goals.

Our team of experienced professionals can help you today and for years to come. We look forward to working with you.