Meet the Team

Team photo

Success may be defined as creating value for one’s self, while significance is creating value for others. In pursuit of this ideal, our team’s mission is to move our clients, team members, and others towards a life of significance. We will develop your financial plan and manage it, so that you can spend your life living.

 

Thomas R Vaughn

Wealth Management Advisor

Office 850-474-1020


Fax 850-757-0040


Mobile 850-982-2552


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Kristan R Brinkley , CFP®, CLU®, ChFC®, RICP®

Wealth Management Advisor

Office 850-474-1020


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Michael A Brinkley , WMCP®

Associate Wealth Management Advisor

Office 850-208-1024


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Jamie Vaught

Director of Strategic Development

Office 850-474-1020


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Scott Harding

Financial Planning Analyst

Fax 850-757-0040


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Kelli R Taylor

Director of Client Services

Office 850-474-1020


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Pam Laukaitis

Operations Assistant

Office 850-474-1020


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