Our vision is to inspire clients to achieve their financial goals. We live out this vision by helping them prepare for things that matter most, which begins with understanding their story. Moments shape the lives of all of us, so we make it a priority to know our clients stories well. By bringing clarity to what is most important, we are able to serve our clients much deeper beyond a dollar amount.

Our team is committed to providing comprehensive financial guidance for families and business owners that value consultative advice with a high level of personal service. We implement an established process that works well with other professionals, including CPAs, estate planning attorneys and life insurance specialists, helping insure that all of the pieces of the financial picture are in order.

Outside the office, I enjoying spending time with my family: Anne Marie, Andrea and our newborn son, Raider, who keeps us very busy. I attended the Florida State University for my bachelor's degree.

Branch office administrator, Krista Rosendahl, is dedicated to providing clients with the highest level of service. Prior to joining the team Krista served in the U.S. Coast Guard, worked in the medical field and lived abroad for 10 years.

We strive to give back to a community that has given us so much by being involved in different service organizations. Currently, we are members of Martin County Chamber of Commerce, Helping People Succeed, United Way of Martin County, United States Power Squadron and the Martin County Seminole Club.

Everyone has a unique story to share. We are interested in hearing yours!






Focus areas

Wealth Strategies Estate & Legacy Strategies Divorce Finances Insurance & Annuities Portfolio Reviews Entrepreneurs & Business Owners

My Personal Interests

Spending Time with Family Personal Fitness Music Sports Enthusiast Cooking

Office Information

Office Address

522 Colorado Ave Stuart, FL 34994

Office Hours

Office Hours
Weekday Availability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri By Appointment Only
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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