PROVIDING CUSTOMIZED SERVICES
FOR DISCERNING CLIENTS
Mike Kanner
President
John Jennings
Financial Advisor
Emily Smith
Director of Client Services
Norman Wells
Financial Advisor
Garrick Cashatt
Financial Advisor
Keith Lambert
Relationship Manager

NORMAN WELLS
FINANCIAL ADVISOR
Norman, a Vero Beach resident since 1967, graduated from the University of Cincinnati. He is a member of the Exchange Club of Indian River County donating time and resources helping others. Norman has sat on several non-profit boards, public service advisory boards and volunteer organizations.
Norman spent 32 years in public service as a professional firefighter and was active in community events and programs.

NORMAN WELLS
FINANCIAL ADVISOR
Norman, a Vero Beach resident since 1967, graduated from the University of Cincinnati. He is a member of the Exchange Club of Indian River County donating time and resources helping others. Norman has sat on several non-profit boards, public service advisory boards and volunteer organizations.
Norman spent 32 years in public service as a professional firefighter and was active in community events and programs.
Mike Kanner
President
John Jennings
Financial Advisor
Emily Smith
Director of Client Services
Norman Wells
Financial Advisor
Garrick Cashatt
Financial Advisor
Keith Lambert
Relationship Manager