Christopher Sadaka, ADPA®, CIMA®

Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

561-691-5335
Email | | |

John Zavolas, AWMA®, CFP®, CRPC®

Senior Registered Client Associate

561-691-5330

Stacey Diamond

Senior Client Associate

561-691-5337

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Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

advisor

Wealth Management Consultant


advisor

Echelon Wealth Strategist


advisor

Wealth Management Banker


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Trust Consultant