Dave is a founding partner of Security Financial Management. He holds the designation of Certified Financial Planner. In 1983, Dave graduated from University of Florida with a degree in Business... show more
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Jori Guzhuna is a Financial Advisor with experience in wealth management, retirement planning, and investments. He has extensive knowledge in financial matters, including tax mitigation strategies, insurance, business solutions, and... show more
Specialties: Annuities‚ Asset Management‚ Charitable Giving‚ College Planning‚ Comprehensive Financial Planning‚ Employee Benefit Plans‚ Estate Planning‚ Health Insurance‚ Life Insurance‚ Long-Term Care‚ Retirement Planning‚ Tax Planning
Zachary has over 12 years of comprehensive professional experience in the financial services industry. He has been affiliated with leading investment firms in the financial service industry such as Citigroup... show more
Specialties: Annuities‚ Health Insurance‚ Life Insurance
As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most... show more
Specialties: Annuities‚ Asset Management‚ College Planning‚ Comprehensive Financial Planning‚ Estate Planning‚ Retirement Planning‚ Tax Planning
Specialties: Annuities‚ Asset Management‚ Comprehensive Financial Planning‚ Estate Planning‚ Health Insurance‚ Life Insurance‚ Retirement Planning‚ Tax Planning
Eric L. Russell is licensed as an financial adviser, employed by J.P. Morgan Securities, and is based out of Oklahoma City, OK. He is a graduate of University of Central... show more
Specialties: Annuities‚ Asset Management‚ Business Insurance‚ Charitable Giving‚ College Planning‚ Comprehensive Financial Planning‚ Employee Benefit Plans‚ Estate Planning‚ Health Insurance‚ Life Insurance‚ Long-Term Care‚ Retirement Planning‚ Tax Planning
Andrew Murphy-Rouse is licensed as a Financial Advisor, employed by Edward-Jones, doing business out of Grants Pass, OR.
Specialties: Annuities‚ Asset Management‚ Employee Benefit Plans‚ Estate Planning‚ Retirement Planning
I have been a State Farm agent for more than 19 years of my career. I opened my first agency back in 1996, and now I’m proud to serve the... show more
Specialties: Annuities‚ Asset Management‚ Comprehensive Financial Planning‚ Health Insurance‚ Life Insurance‚ Retirement Planning‚ Tax Planning
Peter joined Merrill Lynch Wealth Management in 2008. Peter is one of only a select few Advisors in the country who has been recognized as a Top Advisor by Barron's... show more
Specialties: Annuities‚ Asset Management‚ College Planning‚ Comprehensive Financial Planning‚ Estate Planning‚ Health Insurance‚ Long-Term Care‚ Retirement Planning‚ Tax Planning
I have a deep and extensive knowledge of the complexities of self-directed 401ks and IRAs as well as retirement plan regulations.
Specialties: Annuities‚ Employee Benefit Plans‚ Retirement Planning
I have been a State Farm Insurance Agent since 2007 and am a graduate from The University of Phoenix. I am a Past Chairwoman of Board for the Sanford Chamber... show more
Specialties: Annuities‚ Asset Management‚ Comprehensive Financial Planning‚ Health Insurance‚ Life Insurance







