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 help you to create a customized financial strategy to 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 is working at Ocala Regional. Jackson is attending the University of South Florida. 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 Administrators, Karen Landron and Linda Levreault, brings their attention to detail and caring personality with every relationship that we serve.
- Retirement Savings Strategies
- Business Retirement Plans
- Portfolio Reviews
- Wealth Strategies
- Entrepreneurs & Business Owners
- New Investors
My Personal Interests
- Community Outreach
- Home Improvement
Office Address8399 SW 80th St Ste 15
Ocala, FL 34481 opens in a new window
Phone NumberColin A Barrett at (352) 237-2008
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