Garrett

Garrett Gould is a financial planner who specializes in long-term tax management and creating ideas that will help you reach your definition of financial independence. He is the primary point of contact for clients and helps earlier retirees figure out a way to make retirement happen. Garrett is a CFA charterholder and an Enrolled Agent with the IRS.

Jill

Jill Nixon has worked in the financial planning industry for many years and has comprehensive knowledge of compliance and administrative management. She provides dedicated operational support and timely trade execution for all clients. Jill is the day-to-day contact for all administrative, billing, and account-level concerns. Jill provides this support from Fort Myers, Florida.