Meet Our Team

Since 1984, Michael has specialized in analyzing the more difficult financial problems on both a personal and business level for successful individuals, executives, professionals, and owners of closely held businesses. He has particular experience in wealth management, including estate preservation and business succession planning. Michael offers tailored financial planning strategies for individuals and their families with a commitment to quality while providing in-depth analysis and forecasts, empowering his clients to make timely, informed decisions about their financial future. 

Together with the members of his staff, he has the experience necessary to help solve complex financial problems, the resources to keep you informed as worldwide economic forces change, and the commitment to provide guidance that makes a difference.

Michael is a Chartered Life Underwriter^® designee and a Chartered Financial Consultant^® designee. Michael earned his BS in Business Administration from Bowling Green State University.

Michael and his spouse, Peggy, support several charitable organizations including Cathedral Arts Project, Quigley House, Boggy Creek Childrens Camp and Simon’s Angels. Michael has four children and two grandchildren. Two of his daughters work with Michael, Jennifer, and Natalie. Michael’s hobbies include vintage cars and late model sports cars. He and Peggy also love to travel, Europe and Napa Valley are their favorites.

The CLU^®, Chartered Life Underwriter ^®, ChFC^®, and Chartered Financial Consultant^® are the property of The American College of Financial Services, which reserves sole rights to its use, and is used by permission. 

Alexander P. Harrison has more than 20 years of experience working exclusively with executives, professionals and business owners. The Florida native specializes in estate and gift planning strategies, financial independence, investment planning, employee stock option analysis, wealth accumulation, insurance analysis and business succession planning.

Alex is a graduate of the Coggin College of Business at the University of North Florida, with a Bachelor of Business Administration degree majoring in Financial Services. He is also a Registered Financial Consultant^® (RFC^®) and is registered with Commonwealth Financial Network and is an avid student of the business.

Through the years, Alex has been a regular speaker at national conferences and in LFA national groups including Sagemark Private Wealth and The Resource Group (TRG). For eight years Alex was a member of TRG board and in 2020, he served as Chairman of TRG Board serving the top 200 advisors at LFA helping to navigate the unprecedented events of the pandemic. As a founding partner in Aegis Consulting, Alex continues to serve clients while also growing the organization.

As a four-time survivor of oral cancer, Alex knows what’s really important, faith, family and friends. Empathy, wisdom, and situational awareness are critical characteristics that Alex possesses and leads for his team. Alex and Kami have been married 27 years and have two children, Kinley and Maguire. Kinley is a graduate of the University of Tampa and Maguire is a student at Florida State College in Jacksonville. Alex enjoys playing golf, traveling and spending time outdoors in Highlands, NC.

The IARFC owns the Globe trademark and the registered marks, IARFC^®, RFA^®, RFC^®, MRFC^®, Registered Financial Associate^®, and Registered Financial Consultant^® which are registered with the U.S. Patent and Trademark Office.

Cindy started her business with a major San Antonio, Texas accounting firm in which she was the director for financial planning and wealth management services.  Understanding the unique needs of senior ranking military leaders and their families, she focused on delivering strategically forward-looking guidance clients could rely on.  Almost two decades later, that same careful attention is rendered to a dynamic and diverse clientele near and far.

Cindy holds the CERTIFIED FINANCIAL PLANNER^® certification and is licensed in multiple states to serve client needs.  

Cindy and her husband Philip are happily celebrating over 35 years of marriage.  They enjoy sharing “farm life” and organic produce with friends and neighbors.  When not at the farm, Cindy and Philip enjoy traveling and fly fishing.  They are also the proud parents of Hayley, a fellow advisor at Aegis Consulting, and enjoy spending time with Hayley, her husband John, and their daughter Taylor.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Rebecca Kauffman has more than 15 years of experience, specializing in investment planning, retirement planning, insurance analysis, wealth accumulation, and estate planning. She considers herself to be a “financial quarterback”, helping her clients coordinate their team of advisors in the different areas of their financial lives.

A native of Orlando, Rebecca has continued to be an active leader in the community. She is involved with numerous organizations including the Central Florida Estate Planning Council, and Rotary International, of which she is a past president of the Altamonte Springs Club.

Rebecca has earned the CERTIFIED FINANCIAL PLANNER® certification, as well as holds the Chartered Retirement Planning Counselor^™, CRPC^™ designation. She is FINRA Series 6, 7, and 63 securities registered and Florida Life, Health, and Annuity licensed.

She is a graduate of Florida State University, where she truly honed her life-long love of college football. Rebecca and her husband Sam, have 3 awesome children, Trippe, Emma, and Jasper. In her spare time, Rebecca and her family enjoy seeking thrills at Orlando’s various theme parks and spending time surfing at the beach.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks. 

Chartered Retirement Planning Counselor^™, CRPC^™, and the CRPC^™ logo are certification marks of The College for Financial Planning Institutes Corp. in the United States.

Michael W. Moon, following in the footsteps of his father, joined the financial services profession in 1982 and has spent the past 30-plus years building a family-centered financial planning practice for affluent individuals, business owners, and their families. He uses a team approach to providing highly customized, confidential, and personal service to clients as they prepare for major life milestones and plan for retirement years. His team helps clients plan for various phases of life, with special focus on the implementation of retirement income distribution strategies. Michael is a fourth generation Californian.

In Michael’s free time he enjoys spending time with his 3 granddaughters, surfing, snowboarding and playing guitar.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks of The College for Financial Planning Institutes Corp. in the United States.

Bruce has over 35 years of financial planning and investment experience. His focus is in estate planning strategies, investment, and business owner planning. His practice spans the full range of financial planning for successful families including; investment management analysis, tax reduction strategies, retirement planning, business succession planning, and estate/asset preservation strategies. He specializes in the analysis, design, implementation, and ongoing review of sophisticated wealth management plans.

Bruce’s experience includes 18 years with Cigna/Sagemark Consulting (a national financial planning firm) where he directed the North Florida region and 6 years with Clark Consulting where he became knowledgeable in working with corporate executives as an executive benefits consultant. He has spent the last 6 years as Director of Financial Planning for LionsBridge Wealth Management.

He is a graduate of Clarkson University in Potsdam, NY. He attended the Wharton School of Business where he obtained his Certified Investment Management Analyst designation. He earned the CERTIFIED FINANCIAL PLANNER® certification from the College for Financial Planning in Denver in 1992, and his Chartered Life Underwriter and Chartered Financial Consultant designations from the American College in 1988.

Investments & Wealth Institute^™ (The Institute) is the owner of the certification marks "CIMA," and "Certified Investment Management Analyst." Use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for wealth advisors.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

The CLU^® and ChFC^® are the property of The American College of Financial Services, which reserves sole rights to its use, and is used by permission.

Michael’s more than 20 years of experience in the securities industry ranges from working as a top proprietary trader with E*TRADE Financial to his current private wealth management practice.  He works with professionals, business owners, and retirees on how to help effectively preserve and invest their wealth. His clients reside in several different states across the country, as working with his clientele virtually has become notably efficient. Michael is deeply focused on catering to each of his client's unique needs and implementing and managing their investment and insurance strategies that are directly aligned with their goals. Whether it is diversified investment portfolio management or life insurance protection, Michael and his team take great pride in seeking to provide a higher level of service, experience, and choice than people may have experienced elsewhere. Michael and his team employ a disciplined, structured approach to developing a comprehensive financial plan that addresses their client’s unique needs, goals, and objectives. Through our open architecture platform, Michael utilizes prudent investment strategies and has access to the full range of products available in the industry today. 

Michael holds the FINRA Series 7, 65, 63, and 55 securities registrations along with his life, health, and annuity license. He holds and maintains the CRPC^™, Chartered Retirement Planning Counselor^™ designation and has Partner status at Aegis Consulting. 
 
Originally from Scranton, PA Michael moved on to graduate from the University of Delaware. He then worked outside of Manhattan as a proprietary trader before his move to Boynton Beach, FL. Michael, his wife Jennifer, and their children Carson and Sarah are avid fishermen who love the outdoors, hiking, swimming, snorkeling, traveling, and spending time with their family. They love the summers out West and plan on spending an increasing amount of time in their second home outside of Jackson Hole, Wyoming. 

Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks of The College for Financial Planning Institutes Corp. in the United States.

Brad Byrns is a CERTIFIED FINANCIAL PLANNER^® practitioner and a Dave Ramsey SmartVestor Pro, committed to providing transparent, client-first financial guidance. He believes financial planning is deeply personal and focuses on building lasting relationships to help clients navigate their financial journeys with confidence.

Outside of work, Brad enjoys spending time with his wife, Morgan, and their two sons, JT and Eddie. When he’s not with family, you’ll likely find him on the golf course, enjoying a round of golf.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

SmartVestor is an advertising and referral service for investment professionals operated by The Lampo Group, LLC, d/b/a Ramsey Solutions. SmartVestor provides referrals to financial professionals of Commonwealth Financial Network®. SmartVestor is not a current client of Commonwealth Financial Network for brokerage or advisory services. Financial professionals of Commonwealth Financial Network pay SmartVestor cash compensation for these referrals, which creates the incentive for SmartVestor to make these referrals, resulting in a conflict of interest. Please visit SmartVestor investing professionals | RamseySolutions.com to learn more.

Stuart has specialized in wealth accumulation and retirement planning for over 45 years. He has earned the Chartered Financial Consultant^® designation and Chartered Life Underwriter^® designation.

He is past Chairman of both the Seminole County School Business Advisory Board and the Finance Committee of Florida Citrus Sports.

Stuart is a resident of both Seminole and Brevard Counties, and has three grown children and 4 grandchildren. He is proud to be married for over 50 years to the former Jo Ann Trippe of Winter Park, Florida.

• Bachelor’s of Science Degree University of Florida
• ChFC^® and CLU^® designations from the American College of Financial Services
• Life Member of Million Dollar Roundtable (MDRT)

The CLU^®, Chartered Life Underwriter ^®, ChFC^®, and Chartered Financial Consultant^® are the property of The American College of Financial Services, which reserves sole rights to its use, and is used by permission.

Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals, presented on a rolling basis based on commissions, premiums, or fees generated within the previous year from investment and insurance products. Members pay annual fees for membership and also to hold out marketing materials. Not indicative of the advisor’s future performance. Your experience may vary. 

After two decades in corporate America with Applied Materials, FSI International and Dow Chemical, Dan began his career as an advisor with Sagemark Consulting / Lincoln Financial Advisors in 2002.  Dan now has over two decades working with executives, professionals, and retirees to develop tailored strategies for retirement, investments, wealth management, equity compensation, and estate planning. By understanding each client’s unique goals and circumstances, Dan strives to empower them to make informed, confident decisions about their financial future. 

Dan earned his BSChE degree from the University of Michigan.  He earned his MBA from The Wharton School of the University of Pennsylvania. Dan is a CERTIFIED FINANCIAL PLANNER^® practitioner.

Dan joined the Aegis Consulting team and Commonwealth Financial Network® in 2025.  In his free time, he enjoys hiking, biking, skiing, music, art, and travel.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Hayley Gregory joined the team in 2015 from her prior position with a public accounting firm.  Hayley specializes in financial modeling and helping clients to visualize the future through “what if” scenarios.  Her passion is to help clients to identify what’s within the realm of possibility and accomplish their goals through practical and manageable steps.

Hayley is a graduate of the University of Virginia’s McIntire School of Commerce and holds a CERTIFIED FINANCIAL PLANNER^® certification.

Outside of the office, Hayley and her husband John enjoy spending time with their daughter, Taylor, a toddler who keeps everyone on their toes!  They also enjoy traveling, cooking and working on various projects around the house and their garden.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Nicolas joined Aegis Consulting in April 2025.  He holds his FINRA Series 7 and Series 66 registrations. After graduating from Loyola Marymount University in Los Angeles, he started his career at Equitable Advisors, where he built a strong foundation in helping clients pursue their financial goals.

A California native, Nicolas is a big sports fan and loves staying active. When he's not working, you can find him snowboarding, running, or traveling to new places.

 

As a third-generation professional in the financial services industry, Julia brings a legacy of financial wisdom and a deep understanding of the unique challenges faced by her clients.

In her first three years as an advisor, she obtained both the CERTIFIED FINANCIAL PLANNER^® certification and Chartered Retirement Planning Counselor™, CRPC™ designation, showcasing her commitment to high standards of professional competence.

Although she is passionate about the importance of financial planning for all demographics, she particularly enjoys working with women and empowering them to take control of their financial situations.  Far from being a mere numbers game, her approach is relationship-driven, anchored in understanding and empathy.

Beyond the spreadsheet, Julia is an avid traveler and spent time living in Spain on two different occasions in her early twenties. When she isn't navigating financial landscapes or the world map, she devotes quality time to her three nieces, relishing her role as their fun-loving aunt Juju.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks. 

Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks of The College for Financial Planning Institutes Corp. in the United States.

James D. Neel was with Sagemark Consulting / Lincoln Financial Advisors since 2008. He believes his previous 17 years at Merrill Lynch in various roles were a strong foundation for his current role as Private Wealth Advisor.

He emphasizes attention to detail, active listening, and empathy in his client interactions. James works with his clients to create comprehensive financial plans and provide strategies that address their unique needs and objectives. He is driven and fully committed to serving his clients and building long term relationships. James has built his practice on the principles of integrity, credibility, and understanding.

James holds an MBA from Jacksonville University. He is FINRA Series 7 & 66 registered and is a licensed Life, Health and Annuities agent. His focus is on helping individuals and business owners make the appropriate decisions in the areas of wealth management, investment management programs, retirement income planning, personal risk management, college funding planning and estate planning strategies. James is happily married to his lovely wife Pam and has two great children. Away from the business, he enjoys golfing, coaching and spending time with family and friends.

Nathan is a third generation Wealth Advisor and has been practicing since 2008. He has extensive experience in working with Executives, Physicians, and Business Owners. He specializes in Retirement Planning, Wealth Preservation, Insurance Analysis, Investment Planning, and business succession planning.

Nathan designs custom financial planning and problem solving strategies for affluent individuals and their families. Committed to integrity and high quality planning he is faithful in helping his clients toward pursuing their financial goals. Nathan received his Bachelors in Banking and Finance from University of North Florida. In addition, Nathan also holds the Financial Services Certified Professional^® (FSCP^®) designation and Chartered Retirement Plans Specialist^™, CRPS^™ designation.

Born in Jacksonville Florida, Nathan is one of ten children. Nathan and his wife Carole have three children; Celia, Lukas, and Aria.

The FSCP^® is the property of The American College of Financial Services, which reserves sole rights to its use, and is used by permission.

Chartered Retirement Plans Specialist™, CRPS™, and the CRPS™ logo are certification marks of The College for Financial Planning Institutes Corp. in the United States.

Paul joined Aegis Consulting in May 2024, with more than 35 years of experience in financial services. His was previously affiliated with LFA from 2001-2024 and focused on financial planning. Prior to LFA he worked at Smith Barney and its predecessors focused primarily on investments and money management.

Paul earned his Masters in Business Administration from UC Berkeley’s Haas School of Business, with a concentration in finance. He also obtained undergraduate degree from UC Berkeley in Political Economy of Industrial Societies.

Paul is a native Californian and is married with two children. When not working he enjoys reading, the great California outdoors, skiing and distance running.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Walter (“Walt”) Williams helps individuals, families, and business owners make confident financial decisions through coordinated retirement, estate, charitable, and risk-management strategies. At the heart of his work is a simple purpose: helping people preserve what matters most so they can move forward with clarity, confidence, and independence. Drawing on his own experience with family businesses, Walt has a particular heart for owners planning transitions, knowing that every owner eventually exits—and not always on their own terms.

Walt traces his service mindset to one of his first business experiences: running a paper route at age 12 or 13. His father, who worked with a large bakery, brought home plastic bread wrappers that Walt used to cover each newspaper before placing them on the customer’s front porch. Looking back, Walt sees that small routine as an early lesson in responsibility, preparation, and caring about the little things that make a difference to someone else. The same instinct still shapes how he serves clients today: anticipate risks, safeguard the plan, and deliver with intention.

Analytical and methodical by nature, Walt earned a Bachelor of Mechanical Engineering from the Georgia Institute of Technology before beginning his career in the Advanced Vehicle Engineering Office of Ford Motor Company. That technical foundation strengthened his discipline, judgment, and problem-solving skills, while his MBA with a concentration in Finance from the University of Florida broadened his perspective on ownership, strategy, and financial independence.

Walt later launched an automotive service center that grew from one location into a nine-store operation before being sold to a national chain. The experience was both rewarding and demanding, giving him firsthand understanding of the weight business owners carry as they provide for their families, care for employees, support charitable causes, manage risk, and plan for transition. It also deepened his appreciation for the confidence that comes from thoughtful planning and valued guidance.

Consistent with his engineering mindset, Walt believes lasting financial independence rests on a trilogy of physical, mental, and financial health. For the families he serves, the financial leg begins with a thoughtful blueprint tailored to their goals, circumstances, and concerns. His planning approach emphasizes financial independence, estate, gift, and charitable planning, and comprehensive risk management. Walt is a CERTIFIED FINANCIAL PLANNER^® professional, a Certified Exit Planning Advisor, holds FINRA securities registrations including Series 7, 63, and 24, and is licensed in life and disability insurance in multiple states.

Personally, Walt is devoted to and proud of his family. He has especially enjoyed sharing his love of motorsports with his son, including time tracking their Miata through the Sports Car Club of America. That experience reinforced a lesson Walt carries into his work: risk and reward must be balanced, and to win, one must first finish. Whether in racing, trail biking, business ownership, or financial planning, Walt believes preparation, endurance, and disciplined execution help people stay the course and pursue what matters most.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

A tax lawyer by training, Andy enjoys finding effective approaches to complex client problems, whether personal or business. His experience practicing law showed him the importance of comprehensive, holistic planning involving investment management, estate planning, tax mitigation, and business succession planning.

Together with the Aegis team, Andy provides in-depth analysis to offer tailored financial planning solutions for clients, empowering his clients to make timely, informed decisions about their financial future.

Andy earned his BS in Business Administration from the University of Arizona, and his juris doctorate and masters in taxation from the University of Denver. He is FINRA series 7 and 66 securities registered.

Andy his wife, Jessica, and their seven children live in Jacksonville, FL. Andy is actively involved at St. Joseph’s Catholic Church, and enjoys surfing, playing baseball with his boys, watching football and spending time with Jessica.

Commonwealth Financial Network® and Aegis Consulting do not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation.

Stephen joined Sagemark Consulting in 2012 working in the National Planning Department. In October of 2014, Stephen joined our team and assists in the development of financial plans, coordinates the insurance underwriting process and manages our technology platforms among other tasks.

Stephen has a Bachelor of Science degree in Finance from the State University of New York College at Old Westbury. He holds the FINRA Series 7 and Series 66 securities registrations.

AAMS™ and the AAMS™ logo are certification marks of The College for Financial Planning Institutes Corp. in the United States.

For more than three decades, Bruce designed customized financial planning strategies for affluent individuals, executives, professionals and business owners in the areas of retirement, investment, estate planning strategies and business succession planning.

Bruce’s education and professional qualifications include a Bachelor’s degree in Accounting from the University of Florida and earning and CFP^® certification in 1986.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^® and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Kelly has been serving as an Administrative Assistant to Brad Byrns, CFP^®, since 2022. With over five years of experience supporting financial advisors, Kelly has developed a strong acumen in providing administrative support for both civilian and military clients. Her dedication to delivering a quality client experience is at the heart of her work, and she is deeply committed to addressing each client’s needs with attentive and professional service.

A proud military spouse, Kelly supported her husband during his seven years of service in the Marine Corps, which has deepened her commitment to serving clients from diverse backgrounds.

Outside of her professional life, she enjoys spending quality time with her family, including her dogs and cats, and is a fan of the Tennessee Volunteers.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^® and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Carolyn joined our team in July 2003. She is a graduate of the University of North Florida with a Bachelor of Business Administration with a concentration in Financial Services. Prior to joining our firm Carolyn managed personal trusts as a Trust Officer for a bank. Carolyn is FINRA Series 6 and 7 registered, responsible for fixed income and equity trading and handles our bookkeeping and due diligence.

Born overseas on an Air Force Base in Japan, Carolyn is now married to an Air Force Officer, Matt. They have one son, Gavin, and enjoy the beach, traveling, and spending time as a family.

With more than two decades of experience supporting financial advisors, investors, and institutions, Dave brings extensive industry knowledge and relationship management experience to Aegis Consulting. Before joining Aegis Consulting in 2024, Dave served as Senior Vice President for a nationally recognized asset management firm, where he worked with financial advisors across the country to support the development of investment solutions. Throughout his career, he has held leadership roles in business development, advisor support, and client engagement, while also cultivating referral networks with product sponsors, broker-dealers, and institutional investors. In his role at Aegis Consulting, Dave supports the firm's advisors and contributes to business development and relationship management initiatives.

Kinley joined the Aegis team in August 2023 after graduating with her BA in English with a Law minor from the University of Tampa.  She holds the FINRA Series 7 and Series 66 securities registrations and the Florida Life, Health, and Annuity Agent License. Estate planning and problem-solving projects are Kinley’s favorite, and she values growing in the industry and challenging herself.  She is also Alex Harrison’s daughter and enjoys working with him.

Outside of the office, Kinley enjoys cooking, reading, and maintaining an active lifestyle.  She and her husband Nathan are newlyweds, and they share their home with their dog, Benny.

Susan is an Administrative Assistant at Aegis Consulting and has been part of the team since 2022. She previously worked as an Executive Assistant at Freedom Mortgage, where she built a strong foundation in organization, communication, and executive support.

Before transitioning into office administration, Susan spent nearly 20 years with Gate Hospitality Group in the hospitality and service industry. That experience shaped her strong work ethic, attention to detail, and commitment to supporting others, qualities she brings to her role at Aegis.

Outside of work, Susan enjoys spending time with family and friends. She also loves being by the ocean, where she finds time to relax and recharge.

Lauren joined Aegis in September of 2024. She graduated from Babson College in May of 2023 where she earned a BS in Business Administration with a concentration in Finance.

Lauren recently moved to Northern Virginia from her hometown in the suburbs of Boston. In her free time, she enjoys exploring the surrounding areas alongside playing volleyball, traveling, and baking.

Jay joined the Ohio team in January 2023. As the Investment Coordinator, he specializes in investment research, trading, and client service support. Jay holds FINRA Series 7 and Series 66 registrations.

Previously, Jay attended and played golf at Walsh University in North Canton, Ohio and worked at Pepper Pike and Barrington country clubs as caddie.

Jay is a Cleveland, Ohio native, scratch golfer, avid sports fan, and has a basenji named Cairo.

Kara Pugh provides broad service and account management support to clients, as well as operational support and assistance to the team. She holds a Bachelor of Business Administration in Finance.

Kara and her husband Sean have two children, both students at the University of South Carolina.

Nathan graduated from the University of North Florida in May 2024 with a Bachelor of Business Administration, double majoring in Finance and Financial Planning. In his last semester, he started as an intern here at Aegis, where he has grown into his current role. Nathan holds FINRA Series 7 and 66 licenses.

Born and raised just north of Jacksonville in Fernandina Beach, Fl, he enjoys the beaches and spending time with his family and friends.

Faris graduated from the University of North Florida in May 2025 with a Bachelor of Business Administration, double majoring in Finance and Financial Planning. During his final semester, he joined Aegis as an intern and has since transitioned into his current role under Bruce T. Schilling, CIMA^®, CFP^®, CLU^®, ChFC^®. Faris is currently preparing for his FINRA registration exams.

Originally from Louisville, KY, Faris has called Jacksonville home since 2011. In his free time, he enjoys gardening and spending time with family and friends.

Investments & Wealth Institute^™ (The Institute) is the owner of the certification marks "CIMA." Use of CIMA signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for wealth advisors.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

The CLU^® and ChFC^® are the property of The American College of Financial Services, which reserves sole rights to its use, and is used by permission.

Catherine Sadler started working with Paul Solorzano in July 2010. Drawing on her strong administrative background and years of experience, she plays a key role in supporting the practice and is dedicated to providing outstanding support to both the advisor and clients, helping foster a smooth and professional experience.

Catherine earned her bachelor’s degree in photography at S.U.N.Y. College at New Paltz. After graduation, she moved to San Francisco to follow her dreams and escape the harsh winters of the East Coast.  

Catherine is married to Jeremy, her best friend, bandmate, and partner of 30+ years. When not working, she enjoys singing, practicing yoga, DJ-ing vinyl records live and riding her Vintage Vespas over the many hills in the city of San Francisco. 

Joe is a decorated United States Navy, Gulf War Veteran who served 21 years as an Aviation Warfare Systems Operator, Helicopter Crew Chief and Rescue Swimmer. He concluded his duty as the lead instructor at the United States Navy Rescue Swimmer School in Pensacola, Fl.

Since retiring from the Navy in 2000, Joe’s experience includes work at regional and national brokerage firms specializing in operations and sales support. Joe joined our team in 2005 as a practice manager and investment coordinator. He is FINRA Series 7 registered, responsible for fixed income and equity trading and handles compliance and due diligence responsibilities.

The St. Augustine resident was born abroad and is a world traveler. Joe and his wife, Tracy, enjoy running, golf and spending time with family and friends.

Natalie joined the Aegis family in May 2022 after graduating with her BBA in Marketing with a Fine Arts minor from Jacksonville University. Creative, challenging projects are Natalie’s favorite where she has a chance to put her mind to the test. She has the pleasure to work for her stepfather, Michael Cirino, who is challenging her to learn the insurance side of business.

Natalie has lived in the Jacksonville area all her life and enjoys spending free time with friends and family. She comes home to her cats, Chevy & Priscilla, who are her pride and joy. She completed her insurance license in July 2025 and continues to work in the administrative side working for Michael Cirino, James Neel, Nathan Rogero, and Andy Woods as their insurance coordinator/assistant.