Focus Areas

  • Entrepreneurs & Business Owners
  • Intergenerational Planning
  • Wealth Strategies
  • Retirement Savings Strategies
  • Charitable Giving
  • Portfolio Reviews

Personal Interests

  • Hiking
  • Hunting
  • Personal Fitness
  • Reading
  • Scuba Diving

Contact Me

To discuss working together, request a complimentary consultation:

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Office Information


Office Hours
Monday 08:30AM - 04:00PM
Tuesday 08:30AM - 04:00PM
Wednesday 08:30AM - 04:00PM
Thursday 08:30AM - 04:00PM
Friday 08:30AM - 04:00PM
Saturday Closed
Sunday Closed


(888) 777-4709

Branch Team

  • Cindy Stepina
    Sr. Branch Office Administrator
  • Deborah Carson
    Sr. Branch Office Administrator
  • Patti Faulkner
    Sr. Branch Office Administrator

Office Address

1970 Rockledge Blvd
Rockledge, FL 32955
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