6000 Turkey Lake Road
Founder/Chief Investment Officer
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...
Camie Nguyen has over 21 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 Associ...
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...
Business Development Manager
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...
Strategic Alliance | Jackson Wealth Management
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...
Strategic Alliance | DC & Associates, P.A. - Tax Preparer
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...
Strategic Alliance | The Kirwan Law Firm - Attorney
Adam O. Kirwan, J.D., LL.M. is the founder of The Kirwan Law Firm and the author of the books, The Asset Protection Guide for Florida Physicians, and The Asset Protection Guide for Florida Residents. The attorneys at The Kirwan Law Firm...
Strategic Alliance | Personal Trust Services
Advisors Private Wealth Trust is a Trust Representative Office of National Advisors Trust Company (NATC). National Advisors Trust Company (NATC) is one of the largest independent national trust companies with approximately $12.5...