Focus Areas

  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Special Needs Financial Considerations
  • Wealth Strategies
  • Retirement Income Strategies

Personal Interests

  • Spending Time with Family
  • Traveling
  • Vintage Cars
  • Pickleball
  • Football

Contact Me

To discuss working together, request a complimentary consultation:

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Office Information

Hours

Office Hours
WeekdayAvailability
Monday 08:00AM - 06:00PM
Tuesday 08:00AM - 06:00PM
Wednesday 08:00AM - 06:00PM
Thursday 08:00AM - 06:00PM
Friday 08:00AM - 06:00PM
Saturday By Appointment Only
Sunday Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Fax

(800) 799-0951

Branch Team

  • Theresa Shuster
    Sr. Branch Office Administrator

Office Address

95766 Amelia Concourse
Fernandina Beach, FL 32034
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