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Team Johns Office .jpg

How can we help you?

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Eric Walter, MBA, CFP®

Advisor, Financial Planner

Kyron Harold, CFA® 

Sr. Financial Analyst, CCO

Caitlyn Cawthon

Client Service Coordinator

Pam Bertram

Administrative Assistant

John M. West III, MBA, CFP®
Sr. Advisor, President, COO

*We are conveniently located in the heart of downtown Winter Park in the secure Douglas Grand building across from the train station parking lot.

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