Kristen founded Forest Financial Planning Group, LLC in 2019 after over 20 years in the financial services industry. She is a CERTIFIED FINANCIAL PLANNERTM (CFP®) practitioner and a Retirement Income Certified Professional® (RICP®), certifications that allow her to provide holistic planning t...

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Michelle Tuschinski is an experienced Trust and Estates attorney with a passion for the law and an intellectual desire to safeguard individual and business wealth. As a highly skilled and conscientious attorney, she concentrates her practice on providing middle class families access to the wealth planning elements prev...

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Attorney Ruth C. Rhodes is the owner of Rhodes Law, P.A., a Helping Seniors of Brevard Board Member and Brevard Alzheimer’s Foundation Board Member, and a resident business at One Senior Place. She graduated Valedictorian from the College of Law at Florida A&M University, and h...

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David is the Vice President of the JD Bowen Financial Group and a Registered Representative of LPL Financial. He holds over 15 years of experience in finance and currently holds his Series 66 and Series 7 License with LPL Financial, Florida Insurance License, and is a CERTIFIED FINANCIAL PLANNER ™ Professional an...

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Ms. Cohen began her career in teaching. She attended Florida Atlantic University obtaining a bachelor’s degree in education. She went on to receive a master’s in education from the University of Miami. She further chose to pursue a law degree at UM. Upon graduation, Ms. Cohen managed a wide range of cases i...

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Colleen Hasey Schuhmann is a UBS Financial Advisor with over 30 years of experience in guiding families through all of life's events. Colleen's primary areas of focus are in estate planning strategies and wealth management. She works closely with her clients to develop customized soluti...

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Olga Viana Urbina was born and raised in New York.   After completing her undergraduate studies at St. John’s University and receiving a master’s degree from Nova Southeastern University, she graduated with her law degree from Florida International University.  Mrs. Urbina devotes her legal p...

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Michael earned his JD from Boston University School of Law in 2003 and is admitted to the bar in New York, New Jersey, and Florida. His practice is primarilly devoted to assisting the elderly and those with special needs, including asset protection and qualifying for public benefits. Prior to relocating to south Florid...

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Jay graduated New England School of Law in 1974 and achieved honors as a Law Review editor. He was Editor-in-Chief of the award-winning legal publication “The Reporter” for twelve years. He is a VA accredited attorney and is a member of numerous professional associations, including the National Academy of E...

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