We work with individuals, families, and business owners to create personalized financial strategies designed around retirement, taxes, insurance, wealth management, and long-term planning.
Help clients feel more confident about where they are today and where they’re headed tomorrow. With decades of combined industry experience, our team takes a relationship-focused approach built on trust, communication, and guidance that grows with you through every stage of life.
Scott Tober is a financial coach whose lifetime mandate is to serve others to the betterment of their lives and the enrichment of his. He has been in the financial arena for over almost forty years, servicing thousands of clients and building lasting relationships.
Scott has served as a BNI chapter president and a Rotarian. He was the Treasurer and a board member for Choices Women’s Clinic. He has volunteered as a mentor and job coach for Jobs Partnership Florida, as well as a board member and financial liaison for Summit Charter School in Maitland. He worked for Great Western Financial Securities and Barnett Securities before starting his own companies.
Scott graduated with a B.S.B.A. in Finance from the University of Central Florida and an A.S. in business from Valencia Community College, and is currently completing certification for the Certified Financial Planner designation. He holds various licenses, including Florida Life, Health, Variable Annuities, and Legal Expense licenses, Series 7 and Series 63 licenses, and Life, Health and Annuity licenses in multiple states.
Scott lives with his wife Maxine in Sanford, Florida. He spends his leisure time volunteering for churches and charities with his wife, competing in triathlons, weight training, reading, and playing with their dog Chewie.
Ron is an Investment Advisor Representative with close to 20 years of experience helping clients navigate their financial futures with confidence. He specializes in tax-efficient strategies and is dedicated to impacting his clients' lives in a positive way. He works with a wide range of individuals and small business owners.
Clients value Ron for his commitment to building trusted, long-term relationships while protecting their nest eggs that they've worked a lifetime to build. He understands the very real concerns pre-retirees and retirees face — from the fear of outliving their savings to the impact taxes can have on retirement income — and works closely with each client to address these challenges head-on. At the core of his approach is a simple but powerful belief: truly listening to clients is the key to understanding their goals and building a plan that reflects their unique wants and needs.
Ron lives in Winter Park, Florida, with his wife and two children and has been an active member of the Orlando community for over 25 years. A Pittsburgh, Pennsylvania native, he remains a proud and passionate fan of all things Pittsburgh, especially their sports teams. Outside of work, Ron enjoys playing golf with his kids and spending quality time with his family.