

Focus Areas
- Retirement Savings Strategies
- Retirement Income Strategies
- Teachers and Professors
- Portfolio Reviews
- Entrepreneurs & Business Owners
- Professional Athletes
Focus Areas
- Retirement Savings Strategies
- Retirement Income Strategies
- Teachers and Professors
- Portfolio Reviews
- Entrepreneurs & Business Owners
- Professional Athletes
Financial Advisor Certifications
CFP®
CERTIFIED FINANCIAL PLANNER®
Personal Interests
- Coaching Sports
- Hunting
- Spending Time with Family
- Sports Enthusiast
- Trivia
Team Members
Rachael TanksleySr. Branch Office Administrator
Stephanie BakerRegistered Branch AssociateAAMS®
Susie SchoenSr. Branch Office AdministratorFPQP®
Darlene GambelSr. Branch Office Administrator
Send Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Thu | 08:00AM - 04:00PM |
| Fri | 08:00AM - 04:00PM |
| Sat | Closed |
| Sun | Closed |
Phone
(386) 364-3699Fax
(888) 240-7762Office Address
123 Howard St ELive Oak, FL 32064opens in a new window
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