Broker Check

Our Team

Katy Brown-Thibodeau

President and CEO

(386) 736-4242

[email protected]

Katy prides herself as a trusted financial advisor to her clients so they can focus on what is most important to them- their businesses, careers and families. Knowledge, education, experience and the determination to obtain high...
Read more

Teresa Messerschmidt

Administrative Assistant and Client Service Specialist

(386) 736-4242

[email protected]

Teresa is our Administrative Assistant and Client Service Specialist. She has had many years of experience in the administrative role and brightens the office with her personality and enthusiasm. Teresa provides "high touch" service to...
Read more