Broker Check

Florida Team

Geral M. Smith

Geral M. Smith

Chief Operations Officer & Chief Compliance Officer

239-262-6577

(585) 383-0654

Susan A. Hansen

Susan A. Hansen

Director of Administration

239-262-6577

239-649-6315

Susan M. Banta

Susan M. Banta, FPQP™

Client Services Associate

239-262-6577

239-649-6315

Nereida S. Ciccarelli

Nereida S. Ciccarelli

Client Services Associate

239-262-6577

239-649-6315

Carrie L. Fales

Carrie L. Fales

Operations Specialist

239-262-6577

239-649-6315

Kristie Hulmes

Kristie Hulmes

Front Office Coordinator

239-262-6577

239-649-6315

Stacey Lange

Stacey Lange

Client Services Associate

239-262-6577

239-649-6315

Lyndsey Landgraf

Lyndsey Landgraf

Client Services Associate

239-262-6577

239-649-6315

Carol Mikelsavage

Carol Mikelsavage

Operations Specialist

239-262-6577

239-649-6315

Andrea Mitchell

Andrea Mitchell

Client Services Associate

239-262-6577

239-649-6315

Kim Kobus

Kim Kobus

Client Services Associate

239-262-6577

239-649-6315

Carla Phillips

Carla Phillips

Operations Manager

239-262-6577

239-649-6315

Jennifer Cody

Jennifer Cody

New Business Development Coordinator

239-262-6577

Misty Williams

Misty Williams

Planning Services Coordinator

2392626577

239-649-6315