Broker Check

Who We Are

Strategic Relationships – We have many strategic relationships with other advisors, CPA’s and attorney’s that we work with to help better serve our clients we work with on a daily basis.

Richard Gailey

(407) 622-1322

[email protected]

When I was 14, I began my first business mowing lawns, which helped me raise money to supplement going to college with only a partial football scholarship. After an injury cut my football aspirations short, I started working delivering...

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Lisa Gailey

Event Planner

(407) 622-1322

Lisa Gailey is our event planner in addition to being the wife of Rich. She works with Amanda to setup our client appreciation dinners and educational workshops throughout the year. She also is the go between all of our team members to...

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Gail Liese

Administrative Assistant

Bio coming soon
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