HOMETOWN SERVICE FROM YOUR HOMETOWN TEAM

We are more than experienced financial advisors who have access to powerful resources and are backed by the strength of a solid multinational firm. We are also your neighbors.

Over the years, we’ve helped many individuals, families, business owners and professionals with financial guidance personalized to their own specific needs. From financial planning to wealth management, we’re ready with the guidance and resources necessary to help you, too.

PENSACOLA, FL Branch

Daniel Herman
Vice President, Investments
Sean Long, CFP®
Vice President, Investments
E Ben Posey
Financial Advisor
Bayley Kornemann, AAMS®
Financial Advisor

Fort Walton Beach, FL Branch

Kathy Cunningham
Financial Advisor

CFP® | Certified Financial Planner™ |

Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.