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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 15 years. Formerly a financial advisor with Merrill Lynch and Morgan Stanley, he joined a boutique independent firm

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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 financ

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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 7 years. In addition, he formerly served as a pension specialist in the Mass Mutual Financial Group Tampa o

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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. That start would lead her into a permanent role with the company and would be the stepping stone to

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