Team
Our team looks forward to working with you, building a relationship, and empowering your financial future.
Ann M. Covington, CFP®, CPWA®
Ann Covington 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 ...
Caroline Curran
Operations Manager
Elaine Belcher
Receptionist
Elaine Belcher is a graduate of University of St. Thomas, Minnesota, as well as an Air Force Veteran. She welcomes clients with a smile and supports our advisors to ensure our clients...
Elizabeth Rojas
Client Service Associate
Heather Anthony, CFP®, CPA
Advisor, Head of Tax Planning
Heather Anthony is a graduate of the Mary Jean and Frank P. Smeal College of Business Administration at The Pennsylvania State University with a Bachelor of Science degree in Accounting and International Business. Heather holds the...
Jessica Last
Client Service Associate
Having spent over 15 years working in accounting firms, Jessica understands the importance of client relations and having a team see you through all aspects of your experience. As a Jacksonville native, she brings this knowledge...
Jocelyn Riley
Financial Planning Intern
Jocelyn is a senior at the University of Florida studying Business Administration with a concentration in Wealth Management and a minor in Teaching English as a Second Language (TESL). During her time at UF, Jocelyn has been...
John Grant, CFP®
Advisor
As an Advisor, John helps support the lead advisor in many areas. He is responsible for evaluating families' current financial positions, understanding clients’ goals, developing financial plans, and financial...
Kendra Galvin
Scheduling Coordinator
Nicole Mulea, CFP®, CSLP
Advisor
Nicole Mulea is an Advisor at CovingtonAlsina. She collaborates closely with lead advisors to craft personalized financial strategies that empower clients to achieve their goals. With a strong background in financial planning...
Nicole Clarke
Receptionist & Administrative Assistant
Nicole Clarke is a graduate of Sacred Heart University in Connecticut. She welcomes clients with a warm smile and supports our advisors to ensure our clients...
Peggy Mulea
Office Security
Sabrina Trout
Client Service Associate
