Team

Evan R. Guido is an award-winning financial advisor, having earned the Sarasota Top Wealth Advisor by 5 Star Professional every year since 2011. He entered the investment business in 2002 with the firm belief that relationships built...

Jamie Zinkhan has 15 years of experience in the investment industry and has worked alongside Evan Guido since 2007. Jamie has numerous areas of expertise including exceptional client service and long-term retirement planning. She...

Maria holds her Insurance license in Life, Variable Annuity & Health with a Bachelor’s degree from the University of Central Florida where she majored in Advertising & Public Relations...

For the past 35 years, Richard Happle, CFP, has been helping clients through the Accumulation, Income and Distribution phase of their lives. As a Steward of Family Capital....

Miguel is a CERTIFIED FINANCIAL PLANNER that has focused his career in guiding individuals.  The majority of his career was spent with Fidelity Investments overseeing a three hundred million dollar practice....