Jeffrey A. Pfleger
Mr. Pfleger specializes in tax and financial planning strategies for high-net-worth individuals in the US and abroad.
Dominique Alexander, CPA
Dominique Alexander oversees all of the Firm’s financial functions, information technology, operation functions, and human resources activities.
Mason Williams
Mason has more than 23 years of financial market experience working with clients to develop thoughtful investment strategies to achieve their financial goals.
Richard DeNapoli, J.D., LL.M.,CFP®
Richard, a native of Hollywood, Florida, has more than 22 years of experience in law and trust services.
John W. Harris
John has 35 years of wealth and investment management, trust, private banking, commercial lending, and financial and estate planning experience.
Frank Gonzalez
Mr. Gonzalez has provided audit, business consulting, SEC compliance and advisory services to organizations in a wide range of industries.
Steven McKean
Mr. McKean is a forward-thinking entrepreneur and executive with a strong focus on technology and finance.
Peggy Sapp
Mrs. Sapp is Chief Executive Officer of Informed Families and the volunteer President of the National Family Partnership.
Janet Risi Field
Mrs. Risi Field is currently CEO of SFLA 305 Consulting Firm specializing in supply chain management and international distribution.
Adam J. Peck, CFA®
Mr. Peck has worked in the investment industry for 25 years.