Our firm was founded with the goal of assisting our clients in every aspect of their the financial lives. We work closely with each client to help them pursue their goals.
Aaron Farnsley, AIF®, CFP®, ChFC, CLU, MBA
Accrediated Investment Fiduciary (AIF®)
Certified Financial Planner (CFP®)
Certified Life Underwriter (CLU)
Chartered Financial Consultant (ChFC)
Master of Business Administration from Florida State University
Bachelor of Arts in Business Administration from Flagler College
First United Methodist Church of Port St. Joe, Finance Committee, Endowment Committee
Gulf County Chamber of Commerce, Member, Past Board Member, Past President
City of Port St. Joe Downtown Redevelopment Agency, Past Board Member, Past Treasurer
City of Port St. Joe, Florida Planning and Development Review Board, Past Board Member
Martin Theatre, Past Board Member
Port St. Joe Yacht Club, Member
Port St. Joe Youth Soccer League, Youth Coach for 6 Years, Past Treasurer
Triad Advisors, Inc. Chairman's Club
Previous instructor of Risk Management at Oglethorpe University’s CFP program.
Experience with the design and implementation of executive benefit plans at many of the largest publicly traded corporations in the Southeast.
Port St. Joe, FL
Alex DiMuro, CPA, QPA, QKA
Mr. DiMuro has over 10 years experience in pension administration, after retiring from the United State Air Force. Previously he was the Senior Manager of Pension Services at the accounting firm of Carr, Riggs, & Ingram, LLP. Mr. DiMuro has also taught the Retirement Planning course at Florida State University’s CFP designation program.
Dual Licensed Certified Public Accountant (CPA) in Florida and South Carolina
Qualified Pension Administrator (QPA)
Qualified 401(k) Administrator (QKA)
Accredited Pension Administrator (APA)
Accredited Pension Representative (APR)
M.S. in Management from Troy State University
B.A. in Accounting from University of West Florida
B.S. in Mathematics from State University College at Brockport, N.Y.
Member of the Society of Pension Actuaries
Member of National Institute of Pension Administrators