Broker Check

Team

How We Work

How We Work

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.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Jeffrey Steinberg

Jeffrey Steinberg, CFP®, ChFC, CLU, JD

Certified Financial Planner­™

772-398-8413

772-398-9331

Robert J. Kulas

Robert J. Kulas, Esq.

Estate Planning Attorney

772-398-8413

772-398-9331

William G. Pembroke

William G. Pembroke, CPA

Certified Public Accountant

772-398-8413

772-398-9331

Michele J. Panuzzo

Michele J. Panuzzo

Wealth Management Assistant

772-398-8413

772-398-9331

Andreas A. Kulas

Andreas A. Kulas, Esq.

Estate Planning Attorney

772-398-8413

772-398-9331

Joshua Crawford

Joshua K. Crawford, Esq.

Estate Planning Attorney

772-398-8413

772-398-9331