Broker Check

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Andrea  Patterson

Andrea Patterson

Client Services Associate

813.530.8487

813.533.7571

Andrew  Ciocia

Andrew Ciocia

Insurance Representative | Tax Preparer

813.530.8637

813.533.7571

Carmine J. Lacognata

Carmine J. Lacognata

Sr. Partner | Wealth Advisor Managing Director Insurance

813.530.8515

813.533.7571

Carter Hatch

Client Services Associate

813.530.8497

813.533.7571

Christopher  Ciocia

Christopher Ciocia

Client Services Associate

813.530.8638

813.533.7571

Curtis  Raven, JD., CPA

Curtis Raven, JD., CPA

Financial Advisor | Tax Consultant

813.530.8584

813.533.7531

Dylan T.  Fayer

Dylan T. Fayer

Financial Advisor | Tax Preparer

813.530.8504

813.533.7571

James P.  Ciocia

James P. Ciocia

Financial Advisor | Tax Preparer

813.530.8636

813.533.7571

Jim Ciocia

Jim Ciocia

Sr. Partner | Wealth Advisor

813.530.8656

813.533.7571

Kelly Metheny

Client Services Associate

813.530.8507

813.533.7571

Kelly Kras

Client Services Associate

813.530.8436

813.533.7571

Nelly Aleman

Client Services Associate

813.530.8507

813.533.7571

Patricia  Roberts

Patricia Roberts

Client Services Associate

813.530.8424

813.533.7571

Robert Schmidt

Quickbooks Specialist

813.530.8740

813.533.7571

Roy Niggebrugge

Roy Niggebrugge

Sr. Partner | Wealth Advisor

813.530.8485

813.533.7571

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.