Meet Our Team
Sarah Smith, Financial Adviser
Sarah is a Daytona Beach, Florida native with a passion for serving her community and helping families achieve their financial goals. With over seven years of experience in the financial industry, Sarah is a trusted and knowledgeable adviser for both business professionals and retirees. She holds a Bachelor's Degree from the University of Central Florida in Marketing and Business, as well as FINRA Series 6, 63, 7 & 65 licenses, and a 2-15 insurance license. She is committed to ongoing education and training to stay up-to-date with the latest financial trends and changes.
During my adolescence, both of my parents passed away and it was extremely difficult for our family. Through that process, I realized how helpful additional planning would have been. I endured the hardest times when a few years after my father passed, we lost our family business and home due to the 2008 financial crisis. Meanwhile, I was caring for my mother who was battling brain cancer which eventually led to her passing.
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Despite the difficult hand life had dealt me, I was able to remain strong and continue on. I finished my bachelor's degree and accepted an internship with New York Life. Due to those experiences, my passion is to help families minimize risk as well as diversify and protect the wealth they worked so hard to accumulate.
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Alisha JnBaptiste, Office Manager
Alisha joined our team in 2023 as our Office Manager. She graduated from Valencia College with her Associates Degree, and has since been in the legal field and the financial industry. With over 10 years of experience in both office management and the financial industry, Alisha strives to create a peaceful environment for her team members and clients alike by providing a sense of clarity in any situation. Alisha has been a great asset to our team, helping our business grow while providing excellent service to our clients. She is a very dedicated individual, who truly values her family and finds great joy in helping others.