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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

President

386-445-4257

386-446-8602

[email protected]

David L. Fowler, raised in Millersport Ohio, 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 1998-2000...

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Eddie Herrera, BFA

CEO

386-445-4257

386-446-8602

[email protected]

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...

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Diane Whitt

LPL Financial Advisor

386-445-4257

386-446-8602

[email protected]

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...

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Katherine Mach

Senior Operations Manager

386-445-4257

386-446-8602

[email protected]

Katherine is from Cleveland, Ohio, where she spent most of her life until moving to Palm Coast, Florida in 2015. She attended Cleveland State University and has been in the financial services industry since 2008. Prior to joining...
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Leslie Wojcik

Business Operations Manager

386-445-4257

[email protected]

Leslie was born and raised in Pennsylvania and moved to Palm Coast in 2008 with her husband John. She has a Degree in Business Administration from Saint Francis University and holds the Series 7, 63 and 65 Securities Registrations....
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