Jennifer’s unwavering dedication to cultivating and nurturing client connections plays a pivotal role in the expansion of our firm. Boasting a rich background in both the financial services industry and marketing, Jennifer brings a distinctive expertise that...
Paul Finocchiaro, MS, CFP®, BPC™ Certified Financial Advisor Paul is a Certified Financial Planner ™ with over 20 years of financial planning experience. He has held numerous Senior Wealth Management positions with Fortune 100 Companies. As an experienced Wealth...
Becky seamlessly manages a multitude of responsibilities, effortlessly balancing client inquiries, resolving concerns, and maintaining meticulous attention to detail. She focuses on managing new business and account-related services. Her unwavering dedication to...
Florida native, Janicely Ramos, graduated from the University of South Florida with a Bachelor of Science in Business Finance. Driven by a genuine desire to make a meaningful impact, Janicely goes above and beyond to empower clients. She provides ongoing guidance and...
Vikki is a seasoned financial expert, who serves as the Director of Financial Planning at Centrus Financial Strategies. She has established herself as a trusted authority in financial management and strategy. With a keen eye for detail and a comprehensive...