

Focus Areas
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Intergenerational Planning
- Military Professionals & Veterans
- Retirement Income Strategies
- Wealth Strategies
Financial Advisor Certifications
AAMS®
Accredited Asset Management Specialist™
Personal Interests
- Spending Time with Family
- Community Outreach
- Traveling
- Reading
- Active Lifestyle
Team Members
Julian CookRegistered Branch Associate
Robyn RomineSr. Branch Office Administrator
Heather Gentry OjedaBranch Office Administrator
Send Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 09:00AM - 04:30PM |
| Tue | 09:00AM - 04:30PM |
| Wed | 09:00AM - 04:30PM |
| Thu | 09:00AM - 04:30PM |
| Fri | 09:00AM - 04:00PM |
| Sat | Closed |
| Sun | Closed |
Additional Hours
- Web Conferencing
Phone
(407) 322-1558Fax
(888) 847-5889Office Address
1268 Upsala RoadSanford, FL 32771opens in a new window
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