Broker Check


Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Nicholas Russell

Nick J. Russell, CRPC®

Founding Partner, Investment Advisor Representative

(407) 237-0117

(407) 237-0118

David Strunc

David I. Strunc, CRPC®

Founding Partner, Investment Advisor Representative

(407) 237-0116

(407) 237-0118

Patricia Gleason

Pat A. Gleason, CRPS®

Investment Advisor Representative

(352) 871-7171

(407) 237-0118

Paul Piscitelli

Paul Piscitelli

Registered Representative

(407) 408-6333

(407) 237-0118

Victoria Lomba

Victoria L. Lomba

Client Services Coordinator

(407) 351-3476

(407) 237-0118

Dolce Steward


Chief Morale Officer

Naya Steward


Morale Officer-in-Training