Our Professionals


Tyler G. Harrelson, CES, CLTC, CFS

Investment Advisor Representative President

 (239) 489-0084

(239) 489-0965


Tyler’s practice is very multi-faceted. He practices primarily in the area of business and personal financial consulting, which touches just about everything in life that has anything to do with finances. Due to his broad...

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Annette Connie

General Lines (Property & Casualty 220)

 (239) 489-0084

(239) 489-0965


License Number P109870 Annette was born and raised in NY and NJ, and relocated with her family to SWFL in the late 90’s, buying her first home in Cape Coral in 2000. She acts as our personal property lines manager, specializing...

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Ryan Sherry


 (239) 770-7730

(239) 489-0965


Ryan Sherry is from Fort Myers, FL. After attending Canterbury School, he received an athletic scholarship to the University of Florida. Ryan truly left a footprint on the UF campus. He graduated from the Warrington College of Business...

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Abigail Bergman





Abigail maintains all of the client communications, scheduling, administrative duties, customer relationship management systems, data bases, and out-going correspondence.

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