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INVESTMENT ADVISORS
About Us
We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.
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Rep/Contact Info

Irene Hohenthaner
Sr. Client Service Associate
- Phone: (727) 372-2530
- Fax: (727) 372-2571
- 11300 State Road 54 Trinty FL 34655

Sam Rockwell, MBA, CFP®
Financial Advisor
- Phone: (727) 375-5490
- Fax: (727) 372-2571
- Send an Email
- 11300 State Road 54 Trinity FL 34655

Chip Wright
Senior Vice President, Investments
- Phone: (727) 372-2530
- Fax: (727) 372-2571
- Send an Email
- 11300 State Road 54 Trinty FL 34655