Financial Advisor and Fiduciary
James "Jim" Neshewat has called North Florida home for 30 years. Jim is a graduate of The University of Central Florida with Bachelor's degrees in Economics and English Literature and obtained his law degree from Florida Coastal...
A native Floridian, Zach grew up in Palm Beach Gardens and earned his Bachelor’s degree in Hospitality Management from Florida International University. From the beginning, Zach new his professional career would involve public...
Insley is the Practice Manager of St. Johns Asset Management. Insley is a Putnam County native and a graduate of both Palatka High School and St. Johns River State College. Prior to joining St. Johns Asset, Insley managed Putnam/St....
Client Service Specialist
Andrea joined our team in August, 2018. Andrea has over a decade of experience both as financial assistant and practice manager for financial planning firms in New Hampshire. She is a Registered Assistant and licensed Insurance Agent....
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.