Results

We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.

Relationships

We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.

Relief

Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you.

Staff Profiles

Johanna grew up in Boston and went to school in upstate New York. After graduating Colgate University, she returned home and worked for Fidelity Investments for a number of years. Eventually she moved to New York City worked in Wall Street, married and had her daughter Jovanna. She transitioned to Orlando, Florida in 2010, where she eventually found her way in the Self Directed IRA space and became the Director of the Accounting Department at the firm.

Johanna is very active in her local community helping feed the homeless and mentoring teenagers and teaching financial literacy at her local church. She enjoys working on home improvement projects with her husband, traveling, and spending time with her family.