The Team & Financial Advisers in Ormond Beach, Palm Coast, & Lake Mary
First impressions are important, but we strive for impressions that last a lot longer than your first visit. The familiar faces you see (time after time) are some of the reasons our clients enjoy such warm and long relationships with our firm.
Our Advisory Team
David D. Holland
CEO and Founder
Shannon McAvoy
Associate Adviser
Angel Pinkerton
Associate Adviser
Our Financial Team
Melissa Forbes
Client Services Manager
Pat Detweiler
Executive Assistant
Our Investment Team
Kalon Hoard
President
Scott Connor
Vice President Investments
Amy Williamson
Investment Assistant
Our Corporate Team
Steve Tacinelli
Vice President Administration
Lisa Mosher
Technology Director
Ellen Edmonds
Vice President Marketing
Christina Kohl-Merklin
Creative Director
