Broker Check

Team

Our Advisors 

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Michigan Advisors

Don Purcell

Don Purcell, CPA/PFS, CKA®

Investment Advisor Representative

(407) 470-1406

407-539-1962

Erin  Benz

Erin Benz

Administrative Assistant and Travel Concierge

407-470-1411

Jean Ausman

Jean Ausman

Director of Long Term Care Solutions

(407) 930-4705

(407) 470-1411

Joe Morson

Joe Morson, CFP® Enrolled Agent

Financial Advisor and Case Planning Specialist

407-470-1405

Joe Veasey

Joe Veasey, CKA®, CFP®, EA, CTS™

Financial Advisor and Case Planning & Tax Specialist

(352) 559-3940

407-470-1411

Rob Evans

Rob Evans

Client Service Specialist

Scott Pletcher

Scott Pletcher

Chief Operating Officer

(407) 470-1405

(407) 470-1411

Texas Advisors