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.
Shawn transitioned to Florida from the Midwest in 2009 and hasn't looked back since. She enjoys the Florida sunshine, beaches and top down in the convertible.
Sheri has been with practice since 2007. Sheri is married to Rob and they have two daughters. She enjoys spending time with family and friends, her family pets and traveling with Rob now that they are empty-nesters.
Hannah is a Wisconsin native, however she is very happy to have called the sunny state of Florida her home for the past 6years. One of her biggest passions is to serve and connect with other people in all areas of her life. In her spare time Hannah enjoys playing her violin, outdoor adventures, traveling, sports, spending time with family and friends, and the beautiful area beaches.
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