I embarked on my path in the financial sector nearly two decades ago. Initially, my career began as a personal banker, where I discovered a profound passion for assisting individuals in realizing their aspirations and molding their life journeys through the realm of finance. As I transitioned into a lending role, I had the privilege […]

Kimberly worked in Accounting and Finance for more than 25 years, including serving as CFO of a startup company. As a Director of corporate bankruptcy and restructuring for Wall Street banks, Kimberly provided business valuation services, business restructuring and litigation advisory work. Major public clients included Owens Corning, Winn Dixie, Enron and RefCo. After spending […]

Bob is originally from Barrington, RI. He graduated from college in Connecticut and did graduate work at Boston University. He launched his career as a programmer for a software company and spent the next 40 years working for various Software companies mostly in Software Sales advancing to National Sales Manager. During his career he was […]

Jennifer has been in the mortgage industry for 6 years. Before that, she was a Real Estate Agent. She loves to help people become homeowners and to navigate the complexities of the homebuying process. Whether it is a first home, last home, dream home or building an investment portfolio. Her mortgage knowledge paired with her […]

John is an Indiana native who moved to Florida with his wife Julie and their dog Yoda in 2022 after their daughter Mackenzie graduated from Indiana University. He has 20 years’ experience working in the financial services industry as a financial advisor. In his previous career, he would always ask prospective customers why they were […]