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  • 135 Perry Avenue
  • Fort Walton Beach, FL 32548
  • (850) 244-5151 ext. 1124

Advice for Life

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

I take pride in the fact that we place a strong emphasis on asset management and client communication. My goal has been to offer clients access to a broad spectrum of investment and financial planning services.

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Jonathan joined our team in March of 2013. He graduated from Troy University with a Bachelor's of Science in Business Administration majoring in Finance in 2012.

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Tammy Case

Client Associate

(850) 244-5151

(850) 244-1417

Tammy joined the team in June of 2018. She graduated from University of South Carolina with a Master of Arts in Education. While traveling the world as an Air Force spouse she has worked closely with military families in various roles;...

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