Get to know my dedicated team

Our team is committed to providing exceptional service to every client. 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.

Photo of Director of Operations Healey May

Healey May

Director of Operations

Meet Healey May, a native Floridian, originally from Bradenton, Florida. She graduated from Florida Gulf Coast University with a bachelor's degree in Entrepreneurial Studies. She joined the team in 2023 and has experience in sales, marketing, human resources and finance. In her free time, she likes to spend time outdoors with her beloved English Setter Fin and her horse Browning.

Photo of Planning Manager Mark Anthony Hernandez

Mark Anthony Hernandez

Planning Manager

Meet Mark Hernandez, a New York native who has lived in the Greater Tampa Bay Area for over 15 years. He graduated from the University of South Florida with a bachelor’s degree in music education. The precision and accuracy of a musician is what makes him a strong planner, as every detail is important. Joining the team in 2023, Mark has quickly come to lead our planning analysis’s. Outside of planning, Mark performs with his band on the weekends and spends his free time with his aussie Kiba.

Photo of Associate Wealth Management Advisor Nadirah Nesfield

Nadirah Nesfield

CLU®, ChFC®, MSFS, CFP®

Associate Wealth Management Advisor