Our Team

Stephen Davis

Steve Davis joined the U.S. Army immediately following high school serving in the 2nd Ranger Battalion....

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Larry Lawman

After graduating with a bachelor’s degree in Business Administration from Florida State University,...

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Lee Brockway

Lee Brockway received his Bachelor’s degree in Business Administration from the University of...

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Brian E. Code

Brian Code received his Bachelor of Arts degree in Business Administration with a major in Accounting...

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Jordan P. Code

Jordan Code received a Bachelor of Science Degree in Accounting (with an emphasis in Finance) from...

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Matthew Dinkel

Since graduating from the University of Florida, Mr. Dinkel has devoted his professional career...

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Richard Dowse

Richard Dowse graduated in 1987 from SUNY @ Old Westbury with a Bachelor of Science Degree in Business...

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Daniel Goldberg

Dan Goldberg, Managing Partner of One Source Advisory, began his financial services career in 1994...

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Sherry Perri-Anzalone

Sherry Perri-Anzalone started her own business, Summit Group Benefits, in 1990 at the age of 25...

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Keith Willett

Keith Willett, President of KW Financial Services, Inc., began his financial services career in...

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