About

I strive to listen and understand our client’s needs and work closely with them to develop a long-term financial plan.   A plan is not a one-time event.  I am here for the long term and will stay connected with you to adjust your plan as your life changes.  I also provide excellent customer service to my clients and have made that a top priority in my practice.  My dedicated team members are always available to service your needs.

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Meet Our Team

Christopher J. Noble

Senior Financial Advisor
Managing Director - Investments

Shelley Haynes

Senior Client Associate

Phone: 813.258.7107

Lindley Miller

Senior Registered Client Associate