Our Team
Garrett Atkinson, JD, BFA™, CFP®
Advisor
Garrett is a Certified Financial Planner® and an attorney. He is a southwest Florida native, a graduate of the University of Florida College of Engineering, and Vanderbilt University Law School. Garrett is married to Mary Jacqueline,...
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Jennifer Beane
Marketing & Client Relations
Jennifer serves as our Marketing and Client Relations Director and an Administrative Assistant in our office. Jennifer received her Associates Degree from the University of Florida in 2008, and is a 2010 graduate of Florida Gulf Coast...
Jennifer Miles
Client Relations
Jennifer is a Georgia girl, born and raised, but has called Southwest Florida home since 2009. She is mom to three daughters and a host of 4-legged babies. Jennifer holds a bachelor’s degree in business administration from Lee...