Broker Check

Our Team

Ron Porat, CPA


(813) 870-0060

(813) 870-1052

Ron has over 20 years of accounting and financial management experience, specializing in integrating profit improvement and “state of the art” tax planning to maximize wealth creation for his clients. Among his accomplishments, Ron...
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Heather Wetsell

Investment Management Supervisor/Administrative Support

Sergio Perez

Registered Representative


Sergio specializes in retirement planning, risk management, and estate planning for current and retired professional athletes. As an experienced guide, he works alongside his clients to help create tailored plans aimed at pursuing...

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Marcy Kubel, CPA

Senior Accountant