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Melbourne, FL

Melbourne, FL Team

David Byrnes, AIF®

Practice Director - Retirement Plans & Wealth Advisor

972.284.5466

866.763.9136

Terry Thompkins, CFP®, CLU®, AEP®, ADPA®

Practice Director - Financial Planning & Wealth Advisor

972.284.5492

866.763.9136

Luke Britt, CLU®, RICP®, CEPA®

Practice Director - Advanced Planning & Business Services

972.284.5481

866.763.9136

Deneen Morgia

Business Unit Leader, Attorney Solutions Specialist

Michael Boatman

Advanced Planning Associate


215 Baytree Dr,  |  Melbourne, FL 32940

Phone: 321.242.2512