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OUR TEAM
GET TO KNOW THE MEMBERS OF OUR TEAM WHO MAKE US GREAT!

EFT - Sonja Cummings

EFT - Ryan Fitzgerald

Jr. CFT - Jeffrey Onore

CFT - Preston Van De Brake

CFT - Josephine Hunter

CFT - Lisa Smith

CFT - Matt Carlson

Jr. CFT - Abby Ward

Jr. CFT - Phyllis Collazo
Phyllis Collazo is a passionate financial advisor on a mission to help hardworking individuals and families—especially those in Middle America—gain clarity and confidence about their financial future. She believes everyone deserves access to sound financial education, protection strategies, and retirement planning, regardless of income level. Her approach is practical, personal, and rooted in a genuine desire to see others succeed.
Before entering the world of finance and real estate, Phyllis served in full-time ministry, where she developed a strong foundation in biblical counseling and leadership. Today, she continues to pour into women’s lives, offering faith-based guidance and encouraging them to live according to God’s Word and the teachings of the Lord Jesus Christ.
Phyllis also has a background in real estate, which she continues part-time, giving her a well-rounded understanding of how homeownership fits into a larger financial strategy. Her clients appreciate her honest communication, her calming presence, and her ability to simplify complex financial topics.
When she’s not working with clients, Phyllis enjoys the coastal Florida lifestyle—living beachside, biking through her community, taking aqua aerobics classes, and soaking up the beauty of the ocean and outdoors. She also has a natural talent for interior design and furniture painting, with an eye for transforming spaces into something truly special.
Whether you’re planning for retirement, protecting your income, or just getting started on your financial journey, Phyllis is ready to walk beside you—with knowledge, care, and purpose.
Before entering the world of finance and real estate, Phyllis served in full-time ministry, where she developed a strong foundation in biblical counseling and leadership. Today, she continues to pour into women’s lives, offering faith-based guidance and encouraging them to live according to God’s Word and the teachings of the Lord Jesus Christ.
Phyllis also has a background in real estate, which she continues part-time, giving her a well-rounded understanding of how homeownership fits into a larger financial strategy. Her clients appreciate her honest communication, her calming presence, and her ability to simplify complex financial topics.
When she’s not working with clients, Phyllis enjoys the coastal Florida lifestyle—living beachside, biking through her community, taking aqua aerobics classes, and soaking up the beauty of the ocean and outdoors. She also has a natural talent for interior design and furniture painting, with an eye for transforming spaces into something truly special.
Whether you’re planning for retirement, protecting your income, or just getting started on your financial journey, Phyllis is ready to walk beside you—with knowledge, care, and purpose.

COO - Christine Hughes
Former Occupation: Non-Profit Project Manager
Children: One on the way
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CEO - Antonio Hughes III
Former Occupation: Non-Profit Management
Children: One on the way
Hidden Talent: Solving a Rubix Cube
Favorite Off-Day Activity: Rising Star Karaoke at Universal CityWalk
Favorite Food: Steak & Potatoes
Favorite Movie: Guardians of the Galaxy 3
Favorite TV Show: Suits
Favorite Music Artist: KB
Go-to Karaoke Song: Don't Stop Believin'
Dream Vacation: Bora Bora
Go-to Road Trip Snack: Sunflower Seeds and Sour Patch Kids
Favorite Sports: Basketball & Football
Favorite Pro Athlete: Steph Curry
Favorite Pro Team: Orlando Magic
Children: One on the way
Hidden Talent: Solving a Rubix Cube
Favorite Off-Day Activity: Rising Star Karaoke at Universal CityWalk
Favorite Food: Steak & Potatoes
Favorite Movie: Guardians of the Galaxy 3
Favorite TV Show: Suits
Favorite Music Artist: KB
Go-to Karaoke Song: Don't Stop Believin'
Dream Vacation: Bora Bora
Go-to Road Trip Snack: Sunflower Seeds and Sour Patch Kids
Favorite Sports: Basketball & Football
Favorite Pro Athlete: Steph Curry
Favorite Pro Team: Orlando Magic

CFT - John Doe
Former Occupation: College Professor
Engineer at Lockheed Martin
Married: 25 years
Children: 3
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Engineer at Lockheed Martin
Married: 25 years
Children: 3
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EFT - Jane Doe
Former Occupation:
Married: 17 Years
Children: 4
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Married: 17 Years
Children: 4
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