Florida (FL)

Name Department Position SMC Phone Suburb State
Amy & Todd West Amy & Todd West Advocate Financial Managing Partners Safe Money Certified 407-902-6750 Orlando FL
Brent Meyer – Wealth Planner Brent Meyer – Wealth Planner Safe Money Resource, Inc. President & Owner Safe Money Certified 800-790-7791 ext. 102 Key West FL
David A Swanson David A Swanson Quantum Financial Group, Inc. President & CEO Safe Money Certified 386-247-0139 Tampa FL
Emil J. Wansa, NSSA, CLTC, LTCP, FRC, Senior Financial  Concierge Emil J. Wansa, NSSA, CLTC, LTCP, FRC, Senior Financial Concierge Financial Education & Designs CEO / President Safe Money Certified 913-449-4804 Naples FL
Eric Hutter Eric Hutter Osprey Retirement Solutions President 772-463-7112 Palm City FL
Frank Gutta Frank Gutta Frank Gutta CPA President Safe Money Certified 954-824-0500 Davie FL
Hank Progar, MBA Hank Progar, MBA AIM Safe Money Advisors Owner 941-355-4362 Lakewood Ranch FL
Jeffrey Hines Jeffrey Hines Excel Empire Tax Strategist Safe Money Certified 954-245-2002 Fort Lauderdale FL
John Foster Ripley CLTC®, FRC℠, ChFEBC℠ John Foster Ripley CLTC®, FRC℠, ChFEBC℠ Smarter Retirement Solutions Investment Advisor Representative (877) 309-3364 Tampa FL
Keith A Kelsey Keith A Kelsey Kelsey Financial Services President 386-801-2084 Deland FL
Ken Keplinger Ken Keplinger Safe Money Steps Owner Safe Money Certified 813-909-4464 Lutz FL
Kevin M. Smith Kevin M. Smith KMS Wealth Management President Safe Money Certified 407-923-8724 Orlando FL
Mark D. Goldstein, CFP® Mark D. Goldstein, CFP® Safe Money Alliance President Safe Money Certified 847-778-7986 Naples FL
Nadine M. Perez CF2, RFC, CLTC, RSSA Nadine M. Perez CF2, RFC, CLTC, RSSA NBP Insurance and Financial Services Founder / Broker / Agent CF2, RFC, CLTC, RSSA Safe Money Certified 561-594-9758 Greenacres FL
Pete Newmes Pete Newmes Florida Retirement Group Insurance and Retirement Advisor Safe Money Certified 1-866-376-1672 Maitland FL
Steven Kanner CFP®, ChFC® Steven Kanner CFP®, ChFC® Valaur, LLC Managing Member Safe Money Certified 561-989-0014 Boca Raton FL

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