An uncommon level of commitmentto your completefinancial life

Dedicated people of experience and proven expertise

Over the years, we have guided clients through each financial stage of life and personal changes of season. They have benefited from our certified planning skills and have appreciated our ability to work with their other professional advisors to create and manage their comprehensive financial plans. But, more importantly, the key to our successful client relationships is that each one is based on a high level of trust established over many years. It would be our privilege to achieve that kind of relationship with you.

Even the best-laid plans can go awry if you’re not working with the right people – advisors with experience and credentials.

David Morgan

David T. Morgan, CFP®,
Managing Partner


Howard Jordan

Howard J. Jordan, CFP®,
Managing Partner


Carl Santos-Ocampo

Carl Santos-Ocampo, CFP®,
Associate Vice President


Noreen Jutkiewicz

Noreen Jutkiewicz,
Operations Manager



CFP® | Certified Financial Planner |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.

5551 Ridgewood Drive, Suite #300 | Naples, FL 34108 | T: 239.653.9854 | TF: 1.866.906.2325 | F: 239.631.6107 | Map and Directions