Insight-based advice

• AK
• CA
• CO
• CT
• FL
• GA
• IL
• IN
• MA
• MD
• ME
• MI
• MO
• NC
• NJ
• NM
• NY
• OH
• PA
• RI
• SC
• TN
• TX
• VA
• VT
• WI

Steve, with over 35 years as a Financial Advisor, takes pride in developing effective personal and professional relationships with our clients by offering a personalized approach to professional investing. With knowledge and experience gained from being in the financial services industry since 1983, he is eminently well-suited to help educate clients about their portfolios and assist with an investment plan according to their goals and objectives. Steve’s roles on the team are centered on the fixed income market and alternative investments, including precious metals. Licenses held: FINRA Series 3, 7, 63, and 65 licenses, as well as selected state insurance licenses.

Outside of the office, he enjoys fishing, boating, traveling, and spending time with his wife, Suzy, and sons, Taylor and Chris. He is actively involved with the Masonic Lodge, Scottish and York Rites, and the Shriners.

• Senior Portfolio Manager

• AK
• CA
• CO
• CT
• FL
• GA
• IL
• IN
• LA
• MA
• MD
• ME
• MI
• MO
• NC
• NJ
• NM
• NY
• OH
• PA
• RI
• SC
• TN
• TX
• VA
• VT
• WI

Sean is a veteran of the financial services industry, becoming an investment professional more than a decade ago. His goal is to educate and assist our clients with financial plan development according to their goals and objectives. His dedication to this goal is shown through his Certified Financial Planner (CFP®) accreditation. Sean’s roles on the team are financial plan development, equities analytics, and to actively monitor our custom managed portfolio. Licenses held: FINRA Series 7, 31, and 66 licenses, as well as selected state insurance licenses.

When the market is closed, he is an avid golfer and enjoys spending time with his wife, Sabrina, and children Sean, Mason, and Teegan.

• CERTIFIED FINANCIAL PLANNER®
• Portfolio Manager

• AK
• CA
• CO
• CT
• DE
• FL
• GA
• IL
• IN
• MA
• MD
• ME
• MI
• MO
• NC
• NJ
• NM
• NY
• OH
• PA
• RI
• SC
• TN
• TX
• VA
• VT
• WI

Greg is dedicated to putting our clients and their financial goals at the forefront of our practice. He believes in establishing long-term, consultative relationships and works closely with clients to help develop comprehensive financial plans that help enhance their wealth and maintain a quality lifestyle. Greg’s roles on the team are to focus on long-term planning, which includes life insurance, long-term care, and other planning options. Licenses held: FINRA Series 7, 31 and 66 licenses, as well as selected state insurance licenses.

Outside the office, he enjoys time with his family, wife Sheryll, and their children, Austen, Cristin, Jared, and William. Greg also enjoys sports, music, and traveling. He is actively involved with Kiwanis, Okeechobee Battlefield Friends, and Hospice of Okeechobee.

• CA
• FL
• IL
• MA
• NJ
• NY
• OH
• PA
• VT

With over 25 years in the financial service industry, Portia has seen an immense amount of industry evolution.  Portia has a B.S. in Business Administration from Barry University.  She has worked in various areas of the business such as Marketing, Operations, and now as the Wealth Management Associate with the Atlantic Wealth Management Group.  Portia previously served as the CSA Coach in the Stuart, Florida branch but now acts as a learning partner to other Client Service Associates (CSA) on new processes and procedures. In 2014, she was awarded "CSA of the Year" by the Florida East Coast Complex Management team.  Portia is married to her husband Ron and they have two sons, Justin and Jalen.

Licenses held: FINRA Series 7, 9, 10, 31, 63, and 65 as well as Life, Health, and Variable Annuities licenses.

• Barry University, B.S. in Business Administration