Stephen White
President & Founder
Stephen is an experienced investment adviser who specializes in developing and implementing workable solutions based on a variety of strong, proven investment and planning avenues. With offices in West Palm Beach and outside of Boston, Stephen is able to work closely with mutual fund managers and insurance professionals to identify and implement the optimum financial plan for a wide variety of individual goals and requirements.

Stephen has won numerous awards for outstanding achievement in financial planning. Most important, Stephen enjoys working closely with all clients in the area of financial management and derives particular satisfaction from helping individuals and businesses pursue financial security and meet their goals.

Heather Mahoney Davis
Director of Operations
Heather started her career in 1984 as a Financial Consultant with Smith Barney, she has held Senior Executive positions focused on National Accounts for financially based institutions and as a Director of one of the largest privately held insurance Brokerage firms in the country. With Heather's financial and operational background as well as her twenty-seven year tenure in Palm Beach County, she is a great addition to the opening of our West Palm Beach office.