Broker Check

Our Team

Edward A. McDonough, BSME, MBA, CFP®

Principal

(407) 248-9647

[email protected]

Edward A. McDonough BSME, MBA, CFP ® specializes in helping individuals accumulate and preserve wealth. He has been working with clients and investments since 1987.Ed graduated from Lehigh University in Bethlehem Pennsylvania with a...

Read more

Camie Nguyen

Portfolio Manager

(407) 248-9647

[email protected]

Camie Nguyen has over 19 years of investment, research, compliance, accounting and financial experience. Before joining McDonough Capital Management in May 2006, she was a Research Analyst, junior Portfolio Manager and Compliance...

Read more

Nhi Nguyen

Operations Manager

(407) 248-9647

[email protected]

Nhi Nguyen had enjoyed a successful portfolio administration and technology career with Western Pacific Investment Advisers, Inc., a wealth-management office in Portland, Oregon, since 1999. She is a graduate of the School of Business...
Read more

Michael J. Shimer, BSISE

Business Development Manager

(407) 248-9647

[email protected]

Michael J. Shimer BSISE specializes in helping High Net Worth individuals, families and businesses who strive to accumulate and preserve wealth with an emphasis in fixed income investments.  He has been working with clients and investmen...

Read more

George Jackson MBA, CPA, CFA, CFP®, CMT, CLU, ChFC

Strategic Alliance | Jackson Wealth Management

(407) 248-9647

[email protected]

George Jackson MBA, CPA, CFA, CFP®, CMT, CLU, ChFC - Managing Member/Chief Investment Officer/Chief Executive Officer of Jackson Wealth Management, LLC is also a Certified Public Accountant with George P. Jackson P.A. CPA, an...

Read more

David Crowder, CPA

Strategic Alliance | DC & Associates, P.A. - Tax Preparer

(407) 248-9647

[email protected]om

Dave Crowder has worked in income taxes and related issues for 38 years. Eleven with the IRS and 27 in private practice. Dave was raised in Gainesville Florida and received his degree from the University of Florida. He served 3 years...
Read more

Chad Ourso

Strategic Alliance | Highland Capital Brokerage (Southeast) - Vice President

(407) 248-9647

[email protected]

Chad Michael Ourso serves as Vice President for Highland Capital Brokerage-Southeast. He has over 17 years of experience in the insurance and financial services industry with notable experience in estate and business insurance planning...

Read more

James Graham

Strategic Alliance | Thompson, Evangelo & Kelly, P.A. - Attorney

(407) 248-9647

[email protected]

James Graham brings exceptionally diverse and unique experience, from both in and outside of the legal profession, to the representation of clients at Thompson, Evangelo & Kelly, P.A.; a former U.S. Army officer and pilot who served in...
Read more