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Client Centered

We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses 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.

Our Team

Manny R Chavez

Financial Advisor

Manny lives in Port Orange, FL with his wife Heather and two beautiful girls, Gabriela and Mia Jo. He originally moved to the Port Orange area in 1997. He became heavily involved in swimming and life guarding with the Volusia County...

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Heather Chavez

Administrative Assistant

Heather is originally from Monroe, Louisiana. She and Manny met in her home state and moved to Port Orange in 2005. She has an extensive background including multiple insurance licenses and a Florida Mortgage Loan Officer license, NMLS...

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Loren Surmeli

Office Assistant

Loren is a capable, determined, confident, and well-organized administrative assistant with extensive experience in client support. While providing consistent clerical support to your advisor, she remains highly approachable with a...
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