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Services
Financial Planning
Retirement Planning
Investment Management
Estate Planning
Tax Planning
Private Client Services
How Does Your Advisor Stack Up?
About
Our Team
Why Us?
Our Process
Accolades
Our Community
FAQs
Our Concierge Approach
Insights
Your Money
Your Business
Your Retirement
Your Legacy
Your Freedom
Market & Investments
In the News
Tools
Financial Health Assessment
Risk Survey
Retirement Readiness Quiz
401(K) CALCULATOR
Roth vs. Traditional IRA Calculator
SECURE Act RMD Calculator
College Readiness Quiz
Our Sarasota Team
Wealth Advisors
Justin Salemy
CFP®
Partner, Wealth Advisor
Karin Grablin
CFP®, CPA
Managing Partner, Senior Wealth Advisor
Steve Martin
CFP®, MCEP
Managing Partner, Senior Wealth Advisor
Client Services
Tom Tollette
Senior Relationship Manager
Taylor Wald
Client Service Manager
Heather Diggs
Client Relationship Manager
Amy Treis
Client Services Specialist
Dana Towell
Director of First Impressions
Rosie
Chief Comfort Officer
Investments
Ryan Detrick
CMT®
Chief Market Strategist
Jessica Golson
CIPM
Senior Vice President, Investments and Trading
Sonu Varghese
Ph.D.
Vice President, Global Macro Strategist
Mike Lawrence
CFA®
Portfolio Manager
Grant Engelbart
CFA®, CAIA®
Vice President, Investment Strategist
Barry Gilbert
CFA®, Ph.D.
Vice President, Asset Allocation Strategist
Research Department
Kevin Zlomke
Director of Trading
Jake Bleicher
CFA®
Co-Portfolio Manager
Todd Knott
Senior Institutional Trader
Drew Reisdorff
Senior Trader
Matthew (Matt) Smith
Senior Trader
Kellie L. Duffy
Senior Trade Operations Analyst
Kaleigh Sanders
Trading Operations Analyst
Jordan Pieper
Trading Specialist
Advanced Solutions Team
Erin Wood
CFP®, CRPC®, FBS®
Senior Vice President, Financial Planning
Matt Lewis
Vice President, Insurance
Scott Berryman
JD
Director, Trust Solutions
Mike Valenti
CPA, CFP®
Director, Tax Planning
Patrick Carter
CPA
Senior Tax Planner
Beth Schanou
JD
Senior Wealth Planner
Michael Barczak
CFA
Retirement Plans – Investments
Tom Fridrich
JD, CLU, ChFC®
Senior Wealth Planner
Jon Fuller
Manager, Brokerage Solutions
Jody Jackson
Paraplanner
Josh Ream
Insurance Specialist
Michael Gruidel
CFP®
Wealth Planner
Ryan Egolf
EA
Senior Tax Planner
Thomas Resner
Director, Retirement Solutions
Tom Mullen
EA
Senior Tax Planner