Our mission is to help clients and their families achieve and maintain financial peace of mind -- preserving the wealth clients have created and building a legacy for future generations of family and business leaders.
Edward Chaivolotti holds FINRA Series 7, 24,63 and 66 licenses through LPL Financial and is certified by the Center for Fiduciary Excellence. He is approved by LPL Financial to act as your Retirement Plan 3(38) ERISA Fiduciary Investment Manager. Edward recieved a BSBA in Finance from the University of Central Florida and an MBA from Nova Southeastern University. He was recently named one of Financial Times Top Financial Advisers of 2016 and Plan Adviser's 2017 Top 100 Retirement Plan Advisers.
Stephen Cheek holds FINRA Series 7 and 66 licenses through LPL Financial. He has a keen understanding of the oversight required of retirement plan sponsors to navigate the four distinct Fiduciary Functions required of them by ERISA, the DOL and IRS: Plan Administration and Reporting; Participant Enrollment and Education; Selection and Monitoring of Plan Investments; Oversight of Plan Service Providers. Stephen recieved a BS in Finance from the Pennsylvania State University.
Sue received her B.S. from the University of Central Florida.
Mandy received her B.A. from Flagler College.
Always hard at work.