Provide advisory and strategic financial services to middle market businesses predominantly in the Tampa Bay market.

Mary Lee’s House is a child protection and advocacy center that serves victims of child abuse and neglect in Hillsborough County. MLH provides a child friendly environment for representatives of many disciplines (including law enforcement, child protection, prosecution, mental health, medical and social services) to work together and ensure that child victims of abuse receive the services they need in one place.

The First Tee program uses the game of golf to provide young people with the chance to develop life-enhancing values like confidence, perseverance and judgment. The First Tee teaches a series of life skills (such as goal setting, how to meet new people, and staying healthy) in all of its programs. Officially formed in 1999, The First Tee of Tampa Bay now provides more than 40,000 children each year with hands-on, interactive golf experiences along with introducing them to The First Tee’s Nine Core Values.

- Partnered with an integrated team of specialists managing $1.5B AUM to provide sophisticated investment, credit, and fiduciary services to high net worth families, executives, business owners, and endowments in the Southeast- Synthesized complex client and market data to create and execute custom investment allocation solutions leading to over $200 million in new assets and loan commitments.- Tailored robust presentations for over 100 clients and prospects focusing on relative value analysis, wealth transfer strategy, dynamic portfolio construction, and holistic asset management

Financial analysis in the government, not-for-profit, healthcare and higher education space.