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
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.
Port St Joe, Florida(850) 227-3336
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.
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.
Rochester, New York(585) 544-4128