About Us

 

Kevin Mark Regan , CFP®

Co-Founder

Office 954-535-9137


Email

Read Bio

Justin Peter Santangelo

Co-Founder

Office 954-535-9313


Email

Read Bio

Jay Appel

Investment and Planning Associate

Mobile 917-838-8710


Email

Read Bio

Katie C Charleus , B.S., M.S.

Director of Insurance Operations and Services

Office 954-535-9361


Email

Read Bio

Cindy Delva

Marketing and Client Relations Manager

Office 239-676-2300


Email

Read Bio

Heidi Wiskur

Financial Representative Assistant

Office 239-676-2911


Email

Read Bio

Sylvia Klein

Associate Financial Representative

Office 954-735-9000


Email

Read Bio