Experience Makes all the difference

Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, the right advice and a dedication to developing long-term relationships.

Michael Carr Jr.

Senior Vice President - Wealth Management
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352-745-7438

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Registered States:
CA, DC, FL, GA, IL, IN, MI, NC, NY, OH, PA, TN, TX, VA, WI


Tina L. Arpaia-Mccann

Senior Wealth Strategy Associate
Accredited Wealth Management Advisor℠
Chartered Retirement Planning Counselor (CRPC®)
352-745-7436

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Registered States:
CA, DC, FL, GA, IN, MI, NC, NY, OH, TN, TX, VA, WI


Ashley Susan Waddington

Senior Wealth Strategy Associate
CERTIFIED FINANCIAL PLANNER™
Chartered Retirement Plans Specialist (CRPS®)
352-745-7437

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Registered States:
CA, DC, FL, GA, IN, MI, NC, NY, OH, TN, TX, VA, WI