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How can we help you?

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Eric Walter, CFP®

Financial Planner

Susan S. Spraker, Ph.D.
Sr. Advisor, CEO


Kyron Harold, CFA® 

Sr. Financial Analyst    

Kelly Trocki

Client Services Coordinator

*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.

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