Scott Robidoux
CERTIFIED FINANCIAL PLANNER®
I have the best job ever! As a civil engineer, I helped people by working on projects that reduced traffic congestion, local and regional flooding, and developed land to provide for essential needs and entertainment. Now, as a CFP®, I...
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Cory Thompson
Financial Advisor
From a young age, I was captivated by the financial world, which led me to pursue a deeper understanding through finance and accounting courses in college. As a proud graduate of Clemson University, I’m incredibly grateful for the...
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Elizabeth Shafer
Administrative Service VP
Growing up as a missionary kid in the Philippines is an experience that is like none other; one that uniquely prepared me for a rewarding professional career. It left me with my worldview broadened, my appreciation of other cultures...
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Elijah Richards
Client Relationship Manager
Throughout my 24 years in the insurance industry—the first 17 in Boca Raton, FL—I’ve built my career around helping people protect what matters most. Now, as a Client Relationship Manager focused on retirement planning, I’m passionate...
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Ryan Robidoux
Marketing Coordinator
I am a communications and marketing professional, specializing in website development, email, social media, graphic design, and event planning. Having held communications roles for nonprofits, campaigns, and retail establishments, I...
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