We have the client, and only the client, in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Ray Hansen

Ray Hansen

Chief Executive Officer, AIF®

Brian McGinnis

Brian McGinnis

Retired Sgt. Deputy Sheriff, President & Founder

3526780950

Wendy McGinnis

Wendy McGinnis

Retired Cpl. Deputy Sheriff, Co-Founder

352-279-6478

James  Ahern

James Ahern

Police Officer, Financial Advisor

631-834-3197

Michelle  Beall

Michelle Beall

Retired RN, BSN, Financial Advisor

353-595-6021

Thomas  Garcia

Thomas Garcia

Retired Captain, Deputy Sheriff, Financial Advisor

352-238-5737

Esteven Ladron  de Guevara

Esteven Ladron de Guevara

Son of Deputy Sheriff, Financial Advisor

Jacob Guevera

Jacob Guevera

Deputy Sheriff, Financial Advisor

John  Kelly

John Kelly

Retired Sgt. Deputy Sheriff, National Keynote Speaker

954-292-1942

Carolina Martinez

Carolina Martinez

Wife of Police Officer, Financial Advisor

Joe  Martinez

Joe Martinez

Former Deputy Sheriff & Former FHP Trooper, Financial Advisor

Dave Pagano

Dave Pagano

Retired Police Officer, Financial Advisor

Billy  McEnroe

Billy McEnroe

Police Officer, Financial Advisor

631-942-3400

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.