Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Leasha Flammio-Watson

CFP®, BFA, CDFA®, CMFA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Leasha Flammio-Watson Visit Leasha Flammio-Watson's website


Our team

Katie Carson CRPC™ CMFA®

Katie Carson CRPC™ CMFA®

Paraplanner,

Chartered Retirement Planning Counselor™

Qualifications

  • She earned her Associates in Science degree from Prairie State College.
  • Notary Public in Brevard County, FL.
    • Series 7 - General Securities Representative License
    • SIE - Securities Industry Essentials Examination
    • Series 66
    • CRPC™ - Chartered Retirement Planning Counselor
    • BFA™ - Behavioral Financial Advisor
    • CMFA® - Certified Military Financial Advisor

Roles & Responsibilities

  • Katie's role is to help clients find solutions to questions or issues as quickly as possible on an ongoing basis
  • She is responsible for all necessary follow-ups subsequent to client meetings and I am always happy to assist clients when they call or visit.
  • With a strength in technology and workflow, she collaborates with the advisor to systemize and streamline internal practice procedure.
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Luke Carson CRPC™ BFA®

Luke Carson CRPC™ BFA®

Paraplanner,

Behavioral Financial Advisor

Qualifications

  • Luke earned his bachelors degree in Economics from the University of Central Florida.
    • Series 7 - General Securities Representative License
    • SIE - Securities Industry Essentials Examination
    • Series 66
    • BFA™ - Behavioral Financial Advisor
    • CRPC™ - Chartered Retirement Planning Counselor
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