Our Team
Amanda Macfarland
Registered Assistant, Office Manager
Amanda obtained her first role in the financial services industry as an intern for a local independent RIA firm in Tampa Florida in 2011.
Daniel Gutcher
Financial Advisor
Evan Conley
Founder, Financial Advisor, AIF
Evan Conley has been developing customized wealth management and financial strategies for individuals and businesses for the past 12 years.
Keith L. Glaser
Founder, Managing Director, Financial Advisor
Keith Glaser has been developing individual financial strategies and providing investment consulting services for nearly 20 years.
Scott C. Jackson
Founder, Financial Advisor
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