Broker Check


Jim Casey, CFP®

(954) 327-1511

Jonathan Winn, CFPC®

(954) 327-1511

For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

That’s where our firm comes in.

Whether you have significant assets to manage—or if you are just starting to accumulate wealth—we have the tools and background to provide the services that may fit your needs. As independent Financial Advisors with LPL Financial, our team has access to research, resources and technology of a market leader. LPL Financial does not create any of its own investment products nor does it engage in investment banking activities. Therefore, we believe we can confidently select only investments that are suitable for your situation.  

Our goal is to provide you with guidance that can help you understand and better define your financial goals. We work hard to create a mutually beneficial and respected long-term relationship with our clients and their families.

As members of the community for several years, we take pride in knowing that we have helped many people pursue the type of financial future they dreamed about.

For more information about my firm and our services, please contact us. We would enjoy learning more about your goals and dreams.