Team
Ann C. Alsina, CFP®, CPWA®
Ann Alsina is a graduate of The Fisher School of Accounting at The University of Florida. After a 17-year career in the automotive industry advising automobile manufacturers and dealership owners, Ann made ...
Brandi Murray
As Operations Manager, Brandi Murray provides the day-to-day operational support for the firm, including scheduling, document preparation and processing, and any other tasks that allow the advisors to focus their time on their clients...
Sheri Hamburger, CPA
Sheri Hamburger is a graduate of the University of Maryland – College Park and became a licensed CPA in 2011. She has experience in tax planning and projections for individuals, partnerships and corporations and small business...