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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Julia and her team realize the importance of asking critical questions about your needs and expectations, and best of all, they listen! They want to hear your story, your family values, your life goals, fears, and wishes for the next generation.

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Bio coming soon!

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SCOTT SOLKOFF is a Florida Bar Board Certified specialist in Elder Law.  He represents clients who live at least part-time anywhere in Florida.  The firm he founded, Solkoff Legal, P.A., is based in Delray Beach (Palm Beach County), Florida.  Solkoff Legal, P.A. is a law firm which exclusively repre...

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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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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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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....

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Gail M. Fisher , formerly a partner in the law firm Fisher & Peterson, P. L., has opened the Law Offices of Gail M. Fisher, P. L. Her practice is located in Plantation, Florida. Gail is licensed to practice law in Florida and before the U. S. Supreme Court as well as the U. S. District Court, Southern District of F...

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Bio Coming Soon !

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Michelle R. Kenney is an attorney, mediator, and former professional guardian. Prior to obtaining her JD from NSU Shepard Broad College of Law in 2016, Michelle served vulnerable and disabled individuals in South Florida in various roles since 1994, with over 19 years in the guardianship community. Since 2001, she has...

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