Bryan Hamer

Bryan Hamer

Bryan Hamer, Wealth Advisor Bryan is a Florida native born and raised in Crystal River, FL. He graduated from The University of South Florida in 2012 with a Bachelor of Arts and Science in Finance. He began his career in 2013 as an advisor with Northwestern Mutual and...
Mathew Waymire

Mathew Waymire

Mathew Waymire, Insurance Advisor Matt was born in Northeast Indiana. He attended Purdue University in West Lafayette and graduated with a Bachelor’s of Science degree. Matt was previously an advisor with Northwestern Mutual for over 10 years and has been in the...
Capt. Rob Hamilton

Capt. Rob Hamilton

Capt. Rob Hamilton, Insurance Advisor Capt. Rob Hamilton, President and owner of Smart Health, Inc. has been a Licensed and Certified Medicare, Life, Health and Long Term Care (LTC) insurance Advisor since 2001.  After retiring from a successful 30-year engineering...
Brian Greco

Brian Greco

Brian Greco, Wealth Advisor Brian has an MBA and Bachelor of Business Economics from Mississippi State University.  Brian began his career in Finance at Raymond James Financial where he worked in Alternative Investments. At Raymond James, he acquired a variety of...
Elizabeth C. Bertelsen

Elizabeth C. Bertelsen

Elizabeth C. Bertelsen, Senior Wealth Advisor In 1989, Elizabeth graduated from Lake Forest College with a B.A. For over 25 years of financial services industry experience, her mission has always been driven by two main objectives: to understand her client’s unique...