Our Associates
Cary J. Cowan, Sr.
Chairman, CEO, Division Manager, Certified Financial Fiduciary
904-824-6066
Cary J. Cowan Sr. began his career in 1970. After establishing his own firm in 1979, his practice included financial and retirement planning, investments, and business planning. Cary feels that a...
Michael F. Smithson
Senior Vice President, Wealth Management
904-824-6066
Michael F. Smithson is fully licensed as a securities representative which includes a General Securities License; a Uniform Securities Agent State Law License; and a Uniform Investment Advisor Law License. In addition, he is licensed...
Kathleen A. Bishop
Certified Wealth Strategist, Chartered Life Underwriter President, Wealth Strategist
904-824-6066