Joshua D Herstone
Wealth Management Advisor|CFP®, CRPS®
Get to know my dedicated team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Phillip M Davis
CFA®
Associate Wealth Management Advisor
Phillip Davis has been on the team for 19 years. He was born and raised here in Jacksonville and graduated with a Finance Degree from the University of North Florida. Phillip is a Chartered Financial Analyst (CFA®) who assists in servicing client investment accounts and plays an integral role in our portfolio construction. Phillip’s dedication to provide the highest level of service to our clients is unmatched. Phillip has been married for 18 years to his bride Maja and they have two boys, Aiden and Dylan.
Austin D Tucker
CFA®
Associate Wealth Management Advisor
Austin Tucker has been on the team for 7 years. Austin was born and raised here in Jacksonville and graduated with a Finance Degree from the University of North Florida. Austin is a Chartered Financial Analyst (CFA®) who brings a deep knowledge base and keen analytical perspective to the team. Austin is also involved in portfolio construction and analysis as well as assisting in client servicing.
Hailey C Shugrue
Hailey Shugrue has been on the team for 13 years and was born and raised here in Jacksonville. Hailey is responsible for servicing our group benefit clients. She dedicates herself in providing high quality and efficient service.