James Neshewat, J.D.
Financial Advisor and Fiduciary
386-385-5916
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...
Zachary Cohen
Financial Advisor and Fiduciary
386-385-5916
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 A. Edgar
Practice Manager
386-385-5916
Insley has been the Practice Manager of St. Johns Asset Management since 2016. A native of Putnam County, Insley brings a Bachelor's Degree in Organizational Management and years of office management and client service experience to the...
Andrea Gottfried
Client Service Specialist
386-385-5916
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....
Client Centered
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.