Our advisors

Mark S Marshall

CFP®, MBA, LUTCF®, CLU®

Private Wealth Advisor

Business Financial Advisor
Learn more about Mark S Marshall Visit Mark S Marshall's website

Travis Keller

CRPC

Associate Financial Advisor

Learn more about Travis Keller Visit Travis Keller's website


Our team

Brady Keller

Brady Keller

Financial Planning Assistant

Personal Intro

Brady obtained his degree in Finance at the University of Central Florida and is pursuing a career in Financial Planning.

Qualifications

  • University of Central Florida, Orlando, FL, B.S. Finance

  • Series 7

  • Series 63

  • Series 65

Roles & Responsibilities

  • Investment Trading Overview
  • Money Movement Requests
  • Account Activity Monitoring and Reports
  • Financial Planning Data Gathering
  • Investment Research
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Iliana Reyes

Office Manager

Personal Intro

Iliana comes from a hospitality and insurance background. She has a passion for customer service and helping others. She finds fulfillment in providing exceptional experiences, solving problems, and exceeding expectations.

Qualifications

  • Florida 2-15 Life, Health, and Variable Annuity License

  • Florida 2-20 Property and Casualty General Lines

Roles & Responsibilities

  • Organize and Oversee Office Operations and Procedures
  • Control Correspondence
  • Assign and Monitor Office Tasks
  • Prepare and Process Client Documents
  • Provide Clerical Support
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Barbara Hedge

Client Service Coordinator

Roles & Responsibilities

  • Schedule Appointments
  • Calendar Management
  • Follow up with Clients
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