CONNECT

Address:

341 N. Maitland Avenue, Suite 340
Maitland, FL 32751

Phone:

407-774-6815

Fax/Other:

407-645-1484

Our Team

 
  • Jim Dorman CPA/PFS, CFP®

    President & Senior Wealth Advisor

  • Lisa Michaelson CFP®

    Wealth Advisor

  • Shelby Miller CFP®

    Wealth Advisor

  • Nicole Monce

    Client Service Associate

  • Parul Bhaskar

    Tax Consultant

  • Megan Lerner

    Client Relations Associate

  • Sara Lopez

    Operations Assistant

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Check the background of this financial professional on FINRA's BrokerCheck