Our Team
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we seek to develop a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives.
David L. Fowler, CPFA, MRFC
President, CFO
386-446-8602
David L. Fowler, is from Millersport Ohio and moved to Florida in 2000. He and his wife Brandi have called Palm Coast, Florida, their home since 2004. David attended Ohio University from 1996-1998 and Ohio State University from...
Eddie Herrera, BFA, CPFA, RFC
VP, CEO
386-446-8602
Eddie Herrera was born in Colombia, South America and moved to Palm Coast, Florida in 1977 and has been a Flagler County resident ever since. Eddie has a B.S.B.A Degree in Business specializing in Finance and Marketing from the...
Diane Whitt
LPL Financial Advisor
866-228-2454
Diane is a lifelong resident of Flagler County. She was a Flagler County Teacher for thirty years before retiring in 2013. . She also holds her Series 66 and 7 Securities Registrations (held with LPL Financial) and a Florida license...
Jason Ebding
LPL Financial Advisor
386-446-8602
Chere Smith, MBA
Client Operations Specialist
386-446-8602
Chere, originally from Palatka, Florida, graduated with a degree in Finance from the University of Florida in 2003. She has over 10 years of financial services experience and holds her Series 7 and 66 securities registrations with LPL...
Jessica Otaviano
Client Operations Associate
386-446-8602
Jessica moved from Knoxville, Tennessee to Palm Coast in the summer of 2015 with her family. She is currently studying Business Management at Daytona State College working towards her Associates Degree. Jessica has been in customer...
Sarah Yingling
Client Service Associate
Sarah Yingling moved from Lexington, Kentucky to Palm Coast, Florida in May 2021 when she married her husband, Codey. She graduated from Cedarville University in 2020 with B.A. degrees in Christian Education and Youth Ministry. Sarah...