For our firm, giving back to the community is not just a commitment but a core value that drives our mission. By actively engaging in community support, we reinforce our dedication to creating peace of mind and exceptional financial guidance. Contributing to local initiatives and charitable causes strengthens our connection with the community, aligns with our mission of partnership and education, and fosters a culture of integrity and respect. Our success is intertwined with the well-being and growth of the communities we serve.

community

We proudly support and collaborate with the following charities and organizations:

  • Meals on Wheels
  • Hurricane Support
  • Fundraisers and Food Drives
  • Thanksgiving and Adopt-A-Family initiatives
  • Planetarium Board of Trustees
  • Florida Gulf Coast Association
  • Community Co-op
  • FGCU Foundation Board
  • Walker College of Business
  • FGCU Athletics Eagles Club Board
  • FGCU Alumni Board
  • Golisano Children’s Hospital
  • Beads of Courage
  • Lions Club
  • Fort Myers Chamber
  • SWFL Inc. Chamber
  • Greater Naples Chamber
  • Habitat for Humanity