Our Financial Professionals
Our Financial Professionals
Our financial professionals bring decades of experience and over a dozen industry designations to the firm’s mission of guiding clients to the realization of their financial goals. We look forward to establishing a relationship with you!


Jason Heller, Ph.D., CFP®, CIMA, MSFS, CFS
Investment & Annuity Specialist
(954)208-8200
jasonheller@financialguide.com