333 North Orange Avenue
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.
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.
Director of Wealth Services, Chief Investment Officer
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...
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.
Gianni Valenti is an Independent Wealth Advisor in Sarasota, Florida. He helps local residents with financial planning, estate planning, and investment portfolio management...
Christy became a financial advisor because she is passionate about helping families grow and protect the assets they worked hard to save. As a family focused financial advisor, Christy is passionate about getting to genuinely know her...
Client Relationship Manager
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.