A veteran of the financial services industry, Bill has long specialized in personalized, comprehensive financial planning for individuals and families. By identifying and addressing personal and family wealth goals, he is able to apply his conservative and insightful approach to develop solution-based investment plans. He meets with his clients regularly to make plan adjustments as changes in the economy and family situations dictate.

After serving as an officer in the U.S. Army, Bill was an associate professor of economics at The Citadel, a district manager for the Coca-Cola Company bottler franchise division, and an institutional marketing executive for the citrus division of the Lykes Corporation.

Bill began his financial services career in 1982, first as a financial advisor with E.F. Hutton and later as the Lakeland branch manager, and then with Smith Barney as first vice president of wealth management and senior investment management specialist.

Over his long career, Bill has served his community in many capacities. He is past co-president of Citizens for CPR, past-president of the Lakeland Rotary Club, and past-president and board member of both the Lakeland Yacht Club and the Historic Polk Theater. He has also served on the founding and current board of directors for Grassland Golf Club. Additionally, Bill has been a volunteer for the American Heart Association, the American Cancer Society and the Lakeland Regional Hospital investment committee.

Bill earned a bachelor’s degree in business administration from The Citadel and an MBA from Florida State University. He is a third generation native of Lakeland, where he currently lives with his wife, Cindy. They have two children, Rob and Jenny, and four grandchildren.

Rob's extensive experience in the financial services industry began 20 years ago. Today, he specializes in wealth management and retirement planning. Rob strives to help his clients achieve financial independence by offering professional advice, individualized planning, sound risk management, quality investment products, and personal, efficient service.

Rob has served as a financial advisor with Morgan Stanley Smith Barney for 10 years. He began his career at Regions Bank serving clients as branch manager and later as a commercial lender.  Rob graduated from The University of Alabama with a bachelor’s of science degree in commerce and business administration in 1990.

Rob has served on several local boards, including Learning Resource Center and Peace River Center. He is a current member and past president of The Lakeland Rotary Club.

Rob and his wife Laura enjoy spending time with their two sons.

Leeann not only serves our clients with a smile, but with a great deal of experience as a registered client service associate. Her knowledge has proved to be indispensable in helping manage the administrative needs of the individuals and families we serve.

She began her career in the financial services industry in 1998 as an intern with Smith Barney and was promoted to branch administrator in 2000. Leeann has also be working with the Chase Group as a registered client service associate for the last 10 years. She currently holds Series 7, 9, 10 and 63 licenses.

Leeann earned a bachelor’s degree in finance and human resources from Florida Southern College. She is a native of Lakeland, where she currently lives with her husband, David, and children, Aidan and Lily. In her free time, she enjoys being with her family.