Kevin Michael Gomez Jr
Financial Advisor|RICP®, MBA, CLTC®
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.

Rory Sims
Director of Client OnBoarding & Operations
I bring 8 years of experience in risk servicing and wealth management. As a graduate of Georgia Tech, I thrive on processing numbers and simplifying complex concepts for clients. I believe financial planning should not be stressful or confusing and am passionate about serving our clients in a way that leaves them confident in the security of their family’s future.
I’m also happily married to an incredible wife and have a brilliant daughter who brings me loads of joy. I love to serve and utilize that gift serving on the prayer team and craftsmanship team at church. My free time sees me spending quality time with family and friends, fishing, woodworking, and trying my hand at golf.

Shannon D. James
Chief Strategy Officer
As a proud graduate of Florida A&M University and a holder of the PMP® designation and FINRA Series 7 and 66 licenses, I bring over 15 years of expertise in financial services, with a focus in wealth management and operational processes. My passion lies in innovating and optimizing organizational structures to challenge and enhance team efficiencies, while ensuring our strategies promote growth and sustainability.
In addition to my professional pursuits, I serve as Vice President on the Executive Board of For Every Black Woman, Inc., a nonprofit organization dedicated to empowering Black women in the workplace through tailored initiatives that break down barriers and promote professional success.
Beyond my career, I love exploring new destinations with my husband, Michael, and finding relaxation at local spa retreats. Our dynamic family life revolves around our two children, Skylar and Micah, whose growth and budding personalities inspire us daily!
Carmen Gomez
Client Services Insurance Admin