Our advisors

Adam Matthew Goldstein

Financial Advisor

Managing Director
Learn more about Adam Matthew Goldstein

Patrick R Buchanan

CFP®, BFA, ChFC®, CLU®

Private Wealth Advisor

Managing Director
Learn more about Patrick R Buchanan

Lauren Marie Wright

CFP®, APMA

Registered Practice Associate

Learn more about Lauren Marie Wright


Our team

Carolyn Jones

Carolyn Jones

Client Service Associate,

Operations Specialist

Personal Intro

I have been servicing high net worth clients ranging from professional athletes to small business owners for over 16 years. I graduated from the Warrington College of Business at the University of Florida where I focused my studies on Business Marketing. My goal is alleviate the day to day stress from our clients and provide them with top notch service.

Roles & Responsibilities

  • To provide concierge service for our high net-worth clients.
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