Stephen A. Taylor, JD, CFP®
Stephen A. Taylor, JD, CFP®
Managing Advisor
After nearly two decades in the legal and financial services industry, I took the true step towards independence and made
Howard Kramer, CFP®, AIF®
Howard Kramer, CFP®, AIF®
Senior Advisor
I founded H. A. Kramer and Associates, PA (as a Registered Investment Adviser since 1999) over three decades ago to
Giancarlo Lamourtte
Giancarlo Lamourtte
Associate Advisor
From a young age, Giancarlo took to helping others. He served as counsel to his friends and was looking for