Broker Check

Our Team

Stephen Wierhake, CFP®, CRPC®

941-206-8500

941-206-8501

[email protected]

Stephen has been awarded the CERTIFIED FINANCIAL PLANNER™ designation as well as the Chartered Retirement Planning Counselor designation. Stephen has worked in investment services for over 25 years and has been a Charlotte County resident since 1981. He focuses primarily on individual and business retirement plans, estate planning, and insurance solutions.

Douglas Young

941-206-8500

941-206-8501

[email protected]

Douglas has been offering financial advice and wealth management services in Charlotte County since 1996. He has obtained the Chartered Retirement Planning Counselor designation. Douglas focuses primarily on individual retirement planning, asset management, and customized investment solutions for clients.

Karen Quinn

941-206-8500

941-206-8501

[email protected]

Karen supports the advisor team helping to build long term relationships with clients, listening to their needs and building portfolios that uniquely fit their individualized goals. Clients can rely on her to keep them informed, answering their questions and always being available to communicate new or ongoing situations. Karen’s key areas of expertise include managing the overall client experience and communication, as well as leading the marketing efforts and client events at the firm.