I believe it is extremely important to build relationships with clients to understand what matters most before investing their money. Whether it is helping you plan for your retirement, fund your children's college education or pass on wealth for generations to come, by using an established process, I will create a customized financial strategy to help you meet your goals.

My wife, Stacey, and I both grew up in Ocala, FL. I met her in high school, and we have been together ever since. I graduated from the University of Florida in 1997, Go Gators!

Stacey and I enjoy giving back to the community and participating in community events. During the school year, most of our free time is spent helping out Forest High School's athletic programs, as Stacey is the booster president.

We have two wonderful children, Alison and Jackson. Ali has her bachelor's in nursing and will enter the workforce soon. Jackson will attend the University of South Florida in the fall. Fishing and vacationing with family at Disney or the beach are also activities that we enjoy.

Our branch team is here to serve you with personalized service. Our Branch Office Administrator, Sherri Vaughn, brings her attention to detail and caring personality with every relationship that we serve.

Sherri married her high school sweetheart and is the wife of a retired United States Marine. Sherri is passionate about Toastmasters where she serves in leadership roles at the club, area and district levels. When Sherri's not at work, or involved with Toastmasters, you will find her serving in the many ministries of her local church.

Moreover, she is an avid dog lover and owner of her rescue, Mandy, and cat, Shadow. Sherri enjoys gardening and finding ways to attract butterflies and hummingbirds to her yard. When she is not outdoors, you can find her inside playing her Ukulele and piano.

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Focus areas

  • Retirement Savings Strategies
  • Business Retirement Plans
  • Portfolio Reviews
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • New Investors

My Personal Interests

  • Fishing
  • Football
  • Community Outreach
  • Home Improvement
  • Music

Office Information

Office Address

4701 S W College Rd Ste 104 Ocala, FL 34474

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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