Aaron Farnsley, AIF®, CFP®, ChFC, CLU, MBA
Aaron Farnsley, AIF®, CFP®, ChFC, CLU, MBA
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:
- First United Methodist Church of Port St. Joe, finance committee and 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 six years, past treasurer
- Triad Advisors, Inc. Chairman's Club
- Previous instructor of risk management at Oglethorpe University’s CFP® program.
Contact Info
Port St. Joe, Florida
(850) 227-3336
Sabrina Stone
Sabrina Stone
Sabrina has over 20 years’ experience in business, management and customer Service with corporations such as Alltel, Verizon, Crate & Barrel and Best Buy. As well as over 15 years’ experience in computer & mobile technology.
- Volunteer of The American Red Cross
- Volunteer of The American Cancer Society
- Microsoft Office Certified- Word, PowerPoint, Excel, Outlook and Access
- Certification in Cybersecurity Awareness
- Previous leadership & management trainer
- Notary of Public – State of Florida
Contact Info:
Port St Joe, Florida
(850) 227-3336
Hilary Patterson
Hilary has 17 years of experience with customer relations. Although not a Port St. Joe native, she has lived in the area since the age of 14 and has raised her family here. Hilary is also a very active and connected community volunteer.
- St Joseph Bay Humane Society Board of Directors – Director
- Relay for Life (Forgotten Coast) Leadership Committee – Entertainment Chair
- Junior Service League of Port St Joe – Member
- Notary Public – State of Florida
CONTACT INFO:
Port St Joe, Florida
(850) 227-3336
hilary.patterson@farnsley.com
Alex DiMuro, CPA, QPA, QKA
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.
Certifications
- 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)
Education & Memberships
- 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, New York.
- Member of the Society of Pension Actuaries
- Member of National Institute of Pension Administrators
