Laura Walsh, M.S., CFP®, CIMA®, CPWA®, RICP®
President & Sr. Advisor
Laura has spent her career helping people in need. She received her Master’s degree in Mental Health Counseling in 1992, and her financial planning practice grew out of her recognition that financial decision-making is one of the...
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Susan Ressler
Associate Advisor
Sue operates with a client-first philosophy. She holds the FINRA Series 65 license, and assists with the implementation of your financial plan. Sue is also a Florida Licensed Health & Life Agent, and processes all applications for our...
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Sherwood (Woody) Forman
Chief Compliance Officer
Woody manages interactions with regulatory agencies, investment companies, and retirement plan providers to ensure our strategies are implemented with precision. He holds the FINRA Series 65 license, and is also a Florida Licensed...
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Mary Hersey
Operations Associate
Mary handles all account logistics and works with our asset management partners to ensure your money is managed promptly and securely. She has several years of experience in the financial services industry, and holds the FINRA Series...
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Raquel (Rocky) Forman
Operations Associate
With her hospitality finance experience, Rocky helps clients through financial decision making, while providing excellent client service. Rocky graduated from Cornell University with her Bachelor’s in Hotel Administration, and...
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Susan Bates
Client Service Associate
With her client-centric attitude and attention to detail, Susan ensures our office runs smoothly. Susan answers phone calls, assists clients with appointment scheduling, and always strives to provide thoughtful and caring service.
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