Our Team

Partners

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I am licensed and registered to offer products and services in Florida. Licenses and registrations will vary. Domiciled in Florida.

Max Adams, JD, LUTCF®
Founder & Insurance and Investment Advisor
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I am licensed and registered to offer products and services in Florida. Licenses and registrations will vary. Domiciled in Florida. CA Insurance License #OJ00403

Gary Ciampitti, CFP®, CLU®, ChFC®
Founder & Insurance and Investment Advisor
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I am licensed and registered to offer products and services in Florida. Licenses and registrations will vary. Domiciled in Florida. CA Insurance License #OJ11861

Craig Eppy
Founder & Insurance and Investment Advisor
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I am licensed and registered to offer products and services in Florida. Licenses and registrations will vary. Domiciled in Florida. CA Insurance License #OC48018

Joseph Eppy, CPFA®
Founder & Insurance and Investment Advisor
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I am licensed and registered to offer products and services in Florida. Licenses and registrations will vary. Domiciled in Florida. CA Insurance License #OH74493

Sam Eppy, CPFA®
Founder & Managing Partner
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