top of page


Team Johns Office .jpg

How can we help you?

Success! Message received.

Eric Walter, CFP®

Financial Planner

Caitlyn Cawthon

Client Service Assistant

Kyron Harold, CFA® 

Sr. Financial Analyst, CCO

Pam Bertram


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.

bottom of page