Our Team

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

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

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

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