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Select the Right Expert
Founder
Adam Taylor
CEO | Wealth Management Advisor
Comprehensive wealth management, financial planning, and executive strategy.
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Advisor
Mike Everritt
Chief Investment Officer
Investment management, portfolio reviews, and asset allocation strategy.
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Advisor
Ken Speroni
Director of Business Benefits
Business exit planning, executive benefits, and retirement plan design.
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Advisor
Thomas Yannetti
Director of Financial Planning
Financial planning, retirement income, and goal-based strategies.
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Advisor
Ron Gruninger
Wealth Management Advisor
Wealth management, portfolio construction, and retirement planning.
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Specialist
Eric Roukey
Disability Income Specialist
Disability income protection, insurance planning, and risk management.
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Operations
Angie Whitehouse
Chief Operating Officer
Client onboarding, operations, and general inquiries.
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Operations
Steven Lusk
Investment Operations
Account operations, transfers, and administrative support.
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(813) 461-4001