Kim Ciccarelli Kantor, CFP^®, CAP^®

President - Founder - Financial Advisor

239-262-6577

239-649-6315

[email protected]

Paul F. Ciccarelli, CFP^®, CHFC^®, CLU^®

Vice President - Financial Advisor

239-262-6577

239-649-6315

[email protected]

Jill Ciccarelli Rapps, CFP^®

Vice President - Financial Advisor

239-262-6577

239-649-6315

[email protected]

Lynn A. Ferraina

Financial Advisor

239-262-6577

239-649-6315

[email protected]

Anthony J. Curatolo

Financial Advisor

239-262-6577

239-649-6315

[email protected]

Steven T. Merkel, CFP^®, CHFC^®

Financial Advisor

239-262-6577

239-649-6315

[email protected]

Jasen M. Gilbert, CFP^®

Financial Advisor

239-262-6577

239-649-6315

[email protected]

Kay M. Anderson, CFP^®

Financial Advisor

239-262-6577

239-649-6315

[email protected]

Josh Espinosa, CFP^®, CIMA^®

Financial Advisor

239-262-6577

239-649-6315

[email protected]

Geral M. Smith

Chief Operations Officer & Chief Compliance Officer

239-262-6577

(585) 383-0654

[email protected]

Susan A. Hansen

Director of Administration

239-262-6577

239-649-6315

[email protected]

Susan M. Banta, FPQP™

Client Services Associate

239-262-6577

239-649-6315

[email protected]

Nereida S. Ciccarelli

Client Services Associate

239-262-6577

239-649-6315

[email protected]

Jesus M. Delgado

Paraplanner

239-262-6577

239-649-6315

[email protected]

Carrie L. Fales

Operations Specialist

239-262-6577

239-649-6315

[email protected]

Kristie Hulmes

Front Office Coordinator

239-262-6577

239-649-6315

[email protected]

Stacey Lange

Client Services Associate

239-262-6577

239-649-6315

[email protected]

Lyndsey Landgraf

239-262-6577

239-649-6315

[email protected]

Danielle Lynch

239-262-6577

239-649-6315

[email protected]

Carol Mikelsavage

Operations Specialist

239-262-6577

239-649-6315

[email protected]

Andrea Mitchell

Administrative Associate

239-262-6577

239-649-6315

[email protected]

Kim Kobus

Client Services Associate

239-262-6577

239-649-6315

[email protected]

Briana Anderson

cas360 Coordinator

239-262-6577

239-649-6315

[email protected]

Bradley Williams

Client Services Associate

239-262-6577

239-649-6315

[email protected]

Carla Phillips

Operations Manager

239-262-6577

239-649-6315

[email protected]

Misty Williams

Planning Services Coordinator

2392626577

239-649-6315

[email protected]