Who we are

FINANCIAL ADVISOR, MANAGING DIRECTOR

Christian emphasizes holistic planning as the foundation of successful wealth management. With more than 25 years of experience in the financial services industry, he works closely with individuals and families to develop thoughtful, personalized strategies aligned with their long-term goals. He holds an MBA from Duke University’s Fuqua School of Business.

Christian lives in North Palm Beach with his wife and two children and values giving back through ongoing community involvement.

FINANCIAL ADVISOR, VICE PRESIDENT

Melanie brings thoughtful perspective and guidance to help clients focus on what matters most. With nearly two decades of experience in the financial services industry, she partners with individuals and families to create personalized strategies that support long-term goals. She holds a bachelor’s degree in business administration from the University of Miami.

She lives in Palm Beach Gardens with her husband and two children and enjoys spending time outdoors, traveling, and being with family and friends.

FINANCIAL ADVISOR, VICE PRESIDENT

Vincent brings more than 25 years of experience in the financial services industry, with a background spanning comprehensive financial planning, private banking, and strategic lending. Vincent emphasizes trusted relationships and a high level of service, believing strong connections are essential to long-term success.

He lives in Palm Beach Gardens with his family and enjoys staying active, spending time with family and friends, and giving back through community involvement.

SENIOR CLIENT RELATIONSHIP MANAGER

Beth brings more than 20 years of experience in the financial services industry and is known for providing attentive, reliable client support. She takes pride in delivering prompt, professional service and helping ensure each client relationship runs smoothly.

Originally from Monmouth County, New Jersey, Beth has lived in Florida since 1999 and now calls Palm City home with her husband. She enjoys spending time with her children and grandbabies, painting, and being outdoors.

CLIENT SERVICE ASSOCIATE

Taryn began her career in financial services at a young age, gaining experience in retail banking. She is known for her positive attitude, clear communication, and proactive client

support. She is passionate about financial education for young people and remains committed to building a strong foundation for long-term personal and professional success.

Taryn graduated from Florida Atlantic University with a degree in Business Administration & Management and lives in Port St. Lucie. Outside of work, she enjoys traveling, creating art, and spending time with her pets.