Who We Are


From our portfolios to our team, we are diversified



Picture of Jeff Johnson

Jeff Johnson, ChFC®, CLU®

Managing Member

Direct line: (850) 980-0361



Picture of Hanna Price

Hanna Price

Paraplanner

Direct line: (850) 583-6318


Picture of Donald Butcher

Donald Butcher, CFP®

Retirement and Principal Advisor

Direct line: (850) 728-2699



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Ace

Office Morale Captain


A Message From Us

We strive to provide the optimal experience in financial planning through a client-centered process: The intersection between collaborative planning, risk sensitivity, and lifestyle goals come together to create an inclusive strategy to meet your needs now and in the future.


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