37 N. Orange Avenue, Suite 204 - Orlando, FL 32801 - (407) 425-7006 FAX (888) 425-7118

Officers

Client service and satisfaction are the foundation of our business. Our members foster a strong sense of trust and integrity with all our clients.

Jeff Pocklington

Herb Velsor, CPA

President and CEO

Chief Financial Officer

Mike Pocklington

Thomas R. Burns

Chief Investment Officer

Executive V. P