Team
William C. Green, CFP®
President, Financial Advisor
(850) 270-6891
William Green is a financial problem solver. As a Certified Financial Planner professional (CFP®), he works with you to protect your assets and guide you in critical decision making.
Robbie Kinney
Partner, Financial Advisor
(850) 270-6891
Robbie Kinney has over a decade of experience helping clients build a solid financial foundation. He’s not interested in selling products, he wants to make sure you have the tools you need to make your dreams become a reality.
Austin England, CDFA®
Financial Advisor
(678) 233-0575
Located in our Thomasville, GA, office, Austin is passionate about helping clients from all backgrounds. He specializes in the agriculture and medical industries, as well as serves as a Certified Divorce Financial Analyst® for lawyers.
Brian Travers, M.D.
Keynote and Strategic Associate
Dr. Travers' story has been featured on national news outlets. He is a Brain Injury Survivor and Disability Insurance Advocate who shares his inspirational story with other physicians to unfold the importance of financial security.
Lauren Helm, APR
Director of Marketing
Lauren Helm is an Accredited Public Relations (APR) professional. Fewer than 2% of PR practitioners earn this designation.
Matthew Pararo
Financial Advisor - Tallahassee Office
(850) 270-6891
Matthew was born and raised in Tallahassee. He attended Darlington School, a college-preparatory boarding school in Rome, Georgia, then returned to Florida State University and received his Bachelor of Science.
Sevin Wilson
Broker
(850) 270-6891
Sevin is the first born out of seven siblings and he is a Tallahassee local. He is well versed in disability insurance policies and frequently visits UCF and UF campuses to meet with medical residents.
Wanda Marlow
Client Relations Manager
(850) 270-6891
Wanda grew up in Mobile, Alabama. Her mother and father taught her to work hard, always be honest, caring, and giving, and that her integrity is the most important thing she has. Wanda and her husband, Jim, are huge Florida State fans.
Caitlin Painter
Tallahassee Office Manager
(850) 270-6891
Caitlin is the office manager for our Tallahassee office, serving William Green and Robbie Kinney's clients.
Kathryn Surrency
Thomasville Office Manager
(850) 270-6891
Caleb Reed
Financial Advisor
(850) 270-6891
Located in our Mobile, AL, office, Caleb is passionate about educating young medical professionals on basic financial principals and discovering how to best grow their assets early on in their career.