An Experience Built Around You

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are excited to put our training and experience to work for you. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand way so they can use those concepts to pursue their goals.   

TF  Jenkins

TF Jenkins

Managing Director

904-395-4035

904-395-4103

Tim Jenkins

Tim Jenkins

Director of Wealth Management

904-395-4037

904-395-4103

Jerry Ursrey

Jerry Ursrey

Director of Wealth Management

904-395-4039

904-395-4103

Susan Parks

Susan Parks

Director of Client Relations

9043954036

9043954103

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on 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.