Aaron Farnsley is an Accredited Investment Fiduciary (AIF®), CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Life Underwriter (CLU) and Chartered Financial Consultant (ChFC). With a broad range of experience including the design and implementation of executive benefit plans at many of the largest publicly traded corporations in the Southeast, Aaron is well-versed in investment strategies, retirement planning and wealth management for families and individuals.
He holds a Master of Business Administration from Florida State University and a Bachelor of Arts in business administration from Flagler College.
His volunteer activities include:
Port St. Joe, Florida(850) 227-3336
Michelle has served the financial community in South Bend Indiana for the last 25 years. She recently relocated to Port St Joe in May 2020 when her husband Dave retired after 20 years on the South Bend Police Department. Michelle brings her years of experience and skills to Florida after spending the last 23 years working her way up through various positions at Policemen’s Federal Credit Union. Michelle started as a part time teller at 23 and since that time has served in a number of capacities during her career at the credit union. At the time of her leaving, Michelle was a loan officer as well as a IRA administrator for the credit union.
Michelle and her husband Dave have raised 4 amazing children who have blessed her with 2 grandbabies, all whom still reside in Indiana. While raising her 4 children, Michelle was actively involved in the NPHS Show Choir Booster Club, Cheer Parent Club as well as serving on multiple PTA’s for elementary, middle and the high schools her children attended. She served on the local Little League board of directors and was the Treasurer.
Michelle loves the water and outside of the office she is excited about exploring the Florida panhandle coast that has become her new home as well as becoming an integral member of the Port St Joe community.
Stacy has over 22 years of experience in Customer Relations with an extensive background in Corporate Accounting.
She attended Fortis Institute where she earned an M.A. certification.
Stacy relocated to St Joe Beach from Nashville TN in May 2018 with her husband and son.