Announcements
David J. Schlitt, CLU®, ChFC®, CASL®, CEPA®
Managing Principal Partner
With over 30 years of experience in the financial services industry, David brings deep planning expertise and a relationship-driven approach to helping clients pursue financial clarity and confidence. He is known for his consistency, trust, and commitment to understanding each client’s unique family and long-term goals. David earned his B.S. in Finance from Florida State University and focuses on comprehensive planning, investment management, retirement income strategies, executive benefits, and wealth preservation.
Sol Shen, CRPC®, AIF®, RFC®, CPFA®, CEPA®
Managing Principal Partner
Sol has more than 32 years of executive and financial management experience and began his wealth management advisory career after serving in leadership roles supporting institutional trading platforms and operations. His mission is to provide objective guidance to help families build, maintain, and preserve wealth through a comprehensive financial planning process. Sol’s specialties include retirement and legacy planning, risk management, alternative investment strategies, and long-term care planning.
Jeff Ackler, CFP®
Wealth Management Advisor
Jeff has spent over 25 years in the financial services industry and has extensive experience managing client portfolios and delivering personalized financial planning. He previously spent two decades with Charles Schwab & Co., where he supported clients directly and helped train advisors and managers. Jeff is a CERTIFIED FINANCIAL PLANNER™ professional and is passionate about helping clients pursue their financial goals through customized planning, investment strategy, retirement planning, and risk management.
Isabel Ortiz, CFP®, CES™
Wealth Management Advisor
Isabel began her career in financial services after earning her B.S. in Finance from the University of Central Florida. She’s known for her thoughtful, client-focused approach and her dedication to understanding each client’s goals and building a plan to help them reach them. Isabel’s areas of focus include comprehensive financial planning, investment analysis, wealth accumulation strategies, and risk management.
Roberto Yudice, APMA®, CRPC™
Financial Advisor
Roberto brings over 16 years of executive and financial planning experience, including a successful career in corporate finance with multinational organizations. He transitioned into financial services in 2019, driven by a passion for helping individuals and families achieve financial peace of mind. Through ethical, personalized guidance, Roberto supports clients with retirement and legacy planning, wealth strategies, Social Security and Medicare planning, and investment management.
Nicole S. Foreman, CFP®
Director of Operations
Nicole has been in the financial services industry since 2007 and plays a key role in ensuring the firm’s daily investment operations run smoothly and efficiently. She collaborates closely with advisors to support planning initiatives and deliver a client experience that exceeds expectations. Nicole is a CERTIFIED FINANCIAL PLANNER™ professional and brings a strong background in onboarding, investment proposal preparation, and operational coordination.
Amber Brown
Client Service Associate
Amber brings more than 30 years of banking experience and is deeply committed to providing a high level of service to both clients and advisors. She supports administrative and operational needs across the team, helping ensure onboarding, account coordination, and client requests are handled with care, accuracy, and responsiveness. Amber’s professionalism and attention to service make her a valuable part of the client experience.
Martina DePue
Director of Administration
With over 20 years of experience in the financial services industry, Martina is known for her detail-oriented approach and dedication to doing things right. She plays a vital role in supporting client service and strengthening the overall experience through system management, infrastructure oversight, retirement plan servicing, and client event coordination. Martina’s background in financial management and communication helps her deliver reliable follow-through and exceptional organization across the firm.