Our large back office of fifteen licensed professionals are
committed to providing you with the best   service possible.

Sue Cullen
Sue began her career in banking and real estate , then as an entrepreneur.  She owned and operated several businesses including health and wellness centers, full service salons , consulting for small businesses and is fully licensed in the state of Florida.  She has authored a financial guide for Women "Smart Girls" available on Amazon.com.  Sue earned her degrees in Human Services  and Management from  The Universities of the Pacific and  Phoenix. She is a certified executive coach and mentor coach. 

Sue  is active in a number of professional organizations including the International Coach Federation ,National Association of Female Executives,  Naples Area Board of Realtors, Naples Chamber of Commerce etc.   Sue treats every client with respect and integrity. Sue provides personalized independent  analysis. With proven solutions delivered timely and individualized for the clients needs.
Sue enjoys golf, boating and all water sports in her spare time. She is a member of the United States Coast Guard Auxiliary. 

Greg Jones
Greg is dedicated to helping clients make intelligent financial investment decisions. His patience and determination ensure that every client is treated with high regard.
Greg earned a Bachelor of Science Degree in Business Management and Communications from Northern University. Gregg then went on to become a  Financial Planner. Greg Jones is committed to help you identify and reach your financial goals. He will personally study the best products the financial services industry has to offer and tailor the perfect plan for you.

In his spare time, Greg enjoys cooking, hiking, and spending time with his children Mandy and Robert.