Broker Check

Our Team

Keith L. Glaser

Founder, Managing Director

(813) 769-9915

[email protected]

Keith Glaser has been developing individual financial strategies and providing investment consulting services for nearly 20 years.

Read more

Scott C. Jackson

Founder, Managing Director

(813) 769-9845

[email protected]

We believe the cornerstone of financial planning is the recognition that everyone's economic and life situations are unique. Scott knows that personalized care and wealth planning are essential when matching clients with the right financial

Read more

Evan Conley

Financial Advisor

(813) 769-9920

[email protected]

Evan Conley has been developing customized wealth management and financial strategies for individuals and businesses for the past 12 years.

Read more

Amanda Macfarland

Registered Sales Assistant

(813) 769-9914

[email protected]

Amanda obtained her first role in the financial services industry as an intern for a local independent RIA firm in Tampa Florida in 2011.

Read more