Executive Team

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Brian Bruneau

Chief Operating Officer

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Jodi Phillips

Director of Client Service

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Lisa Weegar

Asst. Director - Advisor Onboarding

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Yerania Barrios

Client Service Associate

 

Naples Team

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Mackenzie Rickman

CFP®

VP - Investments & Planning

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Robin Hanover

RICP®

Managing Director - Insurance & Planning

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Laurie Hulbert

VP - Investments & Planning

 
 

Stuart - Price Wealth Management Team

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Craig Price

CFP®, CTFA

Founder, CEO

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Darla Cederberg

Director of Client Services

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Nancy Zehr

CFTA

Sr. Client Service Associate

 
 

Tampa Team

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Jeneé Peters

Managing Director, Wealth Management

 
 
 
 

Miami Team

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Philip Morrissey

Managing Director, Wealth Management

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Jorge Morales

VP - Investments & Planning

 
 
 

Jacksonville Team

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John Ginn

Managing Director, Wealth Management