Meet Our Team

At our firm, we have the client—and only the client—in mind.

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.

Hunter Orr

J. Hunter Orr, CFA®

Chief Investment Officer & Partner

(727) 252-1050

(727) 474-3823

Todd Demko

Todd Demko, AIF®

Senior Vice President

(727) 252-1050

(727) 474-3823

Brian Inman

Brian Inman, AIF®

Executive Vice President

(727) 252-1050

(727) 474-3823

Brice Mackin

Brice Mackin

Director of Insurance

(727) 252-1050

(727) 474-3823

Cindy Smith

Cindy Smith

Director of Operations

(727) 252-1050

(727) 474-3823

Joseph Wheeler

Joseph Wheeler

Client Services Associate

(727) 252-1050

(727) 474-3823

Jeanann Forde

Jeanann Forde

Client Services Associate

(727) 252-1050

(727) 474-3823

Megan  Post

Megan Post

Director of First Impressions

(727) 252-1050

(727) 474-3823