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Name
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Ash, Michelle L. CFP®, RICP®, CASL®
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Bio
Company
We help successful executives, entrepreneurs, individuals and families make work OPTIONAL.
Our compelling process examines where you are, where you want to go, and what the gaps are that need to be addressed. We limit our practice to very successful individuals and families for whom we can have a truly meaningful impact.
Through our process, we help you enhance your existing wealth, mitigate taxes, take care of your heirs, make sure your assets are not unjustly taken away, and, to the degree that you are charitably inclined - maximize any charitable interests you may have.
Click anywhere outside this box to close.
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Company
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Paragon Wealth Strategies, LLC
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| Address 1
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10245 Centurion Pkwy N Ste 106
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| Address 2
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| City State Zip
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Jacksonville, FL 32256
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| Phone
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(904) 861 0093
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| FAX
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| E-Mail
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michelle.ash@wealthguards.com
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| website
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http://www.wealthguards.com
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| Member of
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NE FL FPA
Affiliation
Board of Directors
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| Position
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President
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Name
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O'Leary, William A. JD, LLM (Tax)
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Bio
Click anywhere outside this box to close.
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Company
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Legacy Planning Law Group
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| Address 1
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3430 Kori Rd Ste 4
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| Address 2
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| City State Zip
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Jacksonville, FL 32257
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| Phone
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(904) 880 5554
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| FAX
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(904) 239 3298
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| E-Mail
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bill@legacyplanninglawgroup.com
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| website
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http://www.legacyplanninglawgroup.com
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| Member of
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NE FL FPA
Affiliation
Board of Directors
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| Position
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President-Elect
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Name
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Van Wie, Adam D. CFP®
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Click anywhere outside this box to close.
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Company
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Van Wie Financial
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| Address 1
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1538 The Greens Way Ste 105
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| Address 2
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| City State Zip
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Jacksonville Beach, FL 32250
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| Phone
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(904) 685 1505
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| FAX
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(904) 685 1504
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| E-Mail
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adam@vanwiefinancial.com
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| website
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http://www.vanwiefinancial.com
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| Member of
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NE FL FPA
Affiliation
Board of Directors
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| Position
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President-Elect
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Name
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Bittenbinder, Ulrike CFP®, CPWA®
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Click anywhere outside this box to close.
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Company
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Sapphire Wealth Consulting, Inc.
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| Address 1
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917 1st St N Unit 703
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| Address 2
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| City State Zip
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Jacksonville Beach, FL 32250
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| Phone
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(904) 728 2769
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| FAX
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| E-Mail
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uli@sapphirewealth.net
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| website
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www.sapphirewealth.net
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| Member of
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NE FL FPA
Affiliation
Board of Directors
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| Position
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Treasurer
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Name
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Ash, Michelle L. CFP®, RICP®, CASL®
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Bio
Company
We help successful executives, entrepreneurs, individuals and families make work OPTIONAL.
Our compelling process examines where you are, where you want to go, and what the gaps are that need to be addressed. We limit our practice to very successful individuals and families for whom we can have a truly meaningful impact.
Through our process, we help you enhance your existing wealth, mitigate taxes, take care of your heirs, make sure your assets are not unjustly taken away, and, to the degree that you are charitably inclined - maximize any charitable interests you may have.
Click anywhere outside this box to close.
|
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Company
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Paragon Wealth Strategies, LLC
|
| Address 1
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10245 Centurion Pkwy N Ste 106
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| Address 2
|
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|
| City State Zip
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Jacksonville, FL 32256
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| Phone
|
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(904) 861 0093
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| FAX
|
|
|
| E-Mail
|
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michelle.ash@wealthguards.com
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| website
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http://www.wealthguards.com
|
| Member of
|
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NE FL FPA
Affiliation
Board of Directors
|
| Position
|
President
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Name
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Jones, Geraldine Beasley CFP®
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Bio
Click anywhere outside this box to close.
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Company
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Life Planning Partners, Inc.
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| Address 1
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6550 St Augustine Rd Ste 302
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| Address 2
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| City State Zip
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Jacksonville, FL 32217
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| Phone
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(904) 448 5158
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| FAX
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(866) 807 6894
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| E-Mail
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cjones@lifeplanningpartners.com
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| website
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http://www.lifeplanningpartners.com
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| Member of
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NE FL FPA
Affiliation
Board of Directors
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| Position
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Chairman
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Name
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Guldi, Sean R. CFP®
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Click anywhere outside this box to close.
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Company
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B&C Financial Advisors
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| Address 1
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110 Professional Dr Ste 101
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| Address 2
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| City State Zip
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Ponte Vedra Beach, FL 32082
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| Phone
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(904) 813 9037
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| FAX
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| E-Mail
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sean.guldi@gmail.com
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| website
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| Member of
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NE FL FPA
Affiliation
Board of Directors
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| Position
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Director at Large
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Name
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Heymann, Ronald M. Jr, CFP®, ChFC®
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Company
Fee-only financial planning, investment management, and family office services. We serve a client base in Jacksonville, FL and throughout the southeastern United States.
Click anywhere outside this box to close.
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Company
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Davis Capital Management
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| Address 1
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4788 Hodges Blvd Ste 201
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| Address 2
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| City State Zip
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Jacksonville, FL 32224
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| Phone
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(904) 223 0510
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| FAX
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(904) 223 0512
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| E-Mail
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ronheymann@gmail.com
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| website
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http://www.daviscapitalsite.com/default.htm
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| Member of
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NE FL FPA
Affiliation
Board of Directors
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| Position
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Director at Large
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Name
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Landrau, Daniel L. CFP®, CRPC®
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Bio
Click anywhere outside this box to close.
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Company
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Ameriprise Financial
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| Address 1
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4601 Touchton Rd E Ste 3120
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| Address 2
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| City State Zip
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Jacksonville, FL 32246
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| Phone
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(904) 380 2384
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| FAX
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(607) 380 2323
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| E-Mail
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daniel.l.landrau@ampf.com
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| website
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http://www.ameripriseadvisors.com/daniel.l.landrau/
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| Member of
|
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NE FL FPA
Affiliation
Board of Directors
|
| Position
|
Director at Large
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Name
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Loss, Joseph K. CFP®
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Click anywhere outside this box to close.
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Company
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Life Planning Partners, Inc.
|
| Address 1
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6550 St Augustine Rd Ste 302
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| Address 2
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| City State Zip
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Jacksonville, FL 32217
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| Phone
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(703) 209 1505
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| FAX
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| E-Mail
|
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jloss@lifeplanningpartners.com
|
| website
|
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| Member of
|
|
NE FL FPA
Affiliation
Board of Directors
|
| Position
|
Director at Large
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Name
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Snider, Scott CFP®, CRPC®
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Click anywhere outside this box to close.
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Company
|
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Mellon Money Management LLC
|
| Address 1
|
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232 Southern Oak Dr.
|
| Address 2
|
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| City State Zip
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Ponte Vedra Beach, FL 32081
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| Phone
|
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(904) 580 4698
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| FAX
|
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| E-Mail
|
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ssnider@mellenmoney.com
|
| website
|
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|
| Member of
|
|
NE FL FPA
Affiliation
Board of Directors
|
| Position
|
Director at Large
|
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Name
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Van Wie, Adam D. CFP®
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Click anywhere outside this box to close.
|
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Company
|
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Van Wie Financial
|
| Address 1
|
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1538 The Greens Way Ste 105
|
| Address 2
|
|
|
| City State Zip
|
|
Jacksonville Beach, FL 32250
|
| Phone
|
|
(904) 685 1505
|
| FAX
|
|
(904) 685 1504
|
| E-Mail
|
|
adam@vanwiefinancial.com
|
| website
|
|
http://www.vanwiefinancial.com
|
| Member of
|
|
NE FL FPA
Affiliation
Board of Directors
|
| Position
|
President-Elect
|
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Name
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Schnusenberg, Oliver PhD, CFP®
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Bio
Click anywhere outside this box to close.
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Company
|
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University of North Florida
|
| Address 1
|
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Department of Accounting and Finance
|
| Address 2
|
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1 UNF Drive
|
| City State Zip
|
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Jacksonville, FL 32224
|
| Phone
|
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(904) 620 1224
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| FAX
|
|
|
| E-Mail
|
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oliver.schnusenberg@gmail.com
|
| website
|
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| Member of
|
|
NE FL FPA
Affiliation
Board of Directors
|
| Position
|
Public Relations
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Name
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Mallini, Judson T. CFP®
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Click anywhere outside this box to close.
|
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Company
|
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Together Planning
|
| Address 1
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2631 NW 41st St Ste E-2
|
| Address 2
|
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| City State Zip
|
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Gainesville, FL 32606
|
| Phone
|
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(904) 476 7758
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| FAX
|
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(904) 313 4590
|
| E-Mail
|
|
jmallini@togetherplanning.com
|
| website
|
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| Member of
|
|
NE FL FPA
Affiliation
Board of Directors
|
| Position
|
FPA of Florida Liaison
|
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Name
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Brown, Christine P.
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Click anywhere outside this box to close.
|
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Company
|
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FPA of Northeast Florida
|
| Address 1
|
|
12157 W Linebaugh Ave
|
| Address 2
|
|
PMB 312
|
| City State Zip
|
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Tampa, FL 33626-1732
|
| Phone
|
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(866) 730 4530
|
| FAX
|
|
|
| E-Mail
|
|
FPA@NortheastFloridaFPA.org
|
| website
|
|
http://NortheastFloridaFPA.org
|
| Member of
|
|
NE FL FPA
Affiliation
Board of Directors
|
| Position
|
Chapter Executive
|
|
Contact Us |
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