WEALTH ADVISOR AND SENIOR VICE PRESIDENT
Tobias has more than 10 years of comprehensive wealth management experience. He provides leadership to our team that brings together highly qualified specialists in investing, financial, business and estate planning. Tobias is a veteran of the United States Coast Guard and is an alumnus of Florida Southern College and Liberty University. Living in Windermere, Florida with his wife and two children, Tobias is a member of the Central Florida Estate Planning Council and is also an active member of his church. Tobias holds himself accountable to recommend specific strategies with each client’s unique needs and goals in mind. These strategies are supported not only by deep team experience, but also highly attentive service and coordination of a full range of technical resources and capabilities. Tobias takes the time to get to know and fully understand the important and highly individual considerations of each client in order to pursue their objectives.
Not FDIC Insured - Not Bank Guaranteed - May Lose Value - Not Insured by any Federal Government Agency - Not a Bank Deposit