CIMA®, Senior Vice President - Investment Officer
Our Mission is to provide principled advice and thoughtful, objective analysis for families with complex financial circumstances. We help our clients to address the major financial decision points in their lives with confidence and clarity.
Since 1919, the Meninak Club of Jacksonville has carved a unique role for itself in our community. Attracting top business, professional, military and civic leaders to its ranks, Meninak has long been a catalyst for strengthening bonds among influential people and for helping shape the future of the Jacksonville community. We choose to dedicate ourselves to the betterment of Northeast Florida, lending help where none is available, especially when enhancing the lives of children.
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