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Team Johns Office .jpg

How can we help you?

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Eric Walter, CFP®

Financial Planner

Kelly Trocki

Client Service Manager

Kyron Harold, CFA® 

Sr. Financial Analyst, CCO

Caitlyn Cawthon

Client Service Assistant

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

*We are conveniently located 10 minutes from Downtown Orlando and 5 minutes from Winter Park at the intersection of Sandspur Road and Wymore Road, just off of I-4.

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