Matthew R. Etzler
Certified Financial Planner™, Certified Retirement Counselor®, Chartered Retirement Plans Specialist℠, Chartered Federal Employee Benefits Consultant℠
Maison Etzler, FPQP®
Born in Northern California, Maison was raised to believe that anything in life that you want you can achieve through hard work and perseverance. Admittedly a dreamer, Maison is not afraid to make mistakes in pursuit of his dreams. He loves living spontaneously and in 2014, Maison packed up all of his possessions and drove across the country in his "99" Chevy Lumina to create a life in Orlando, Florida without a job or a home.
Still a resident of Florida, Maison enjoys sunshine year around and spending time on the beach with his friends and his four-legged child, Thaddeus. Maison also enjoys recording podcasts, playing video-games, and a good debate regarding any subject he is passionate about.
Maison's work experience includes positions with American Express, the Walt Disney Company, and Best Buy. Maison obtained the Financial Paraplanner Qualified Professional™ (FPQP®) designation and uses his analytical and problem-solving skills to support the financial planning process and client deliverables.
Karen NeSmith
Karen was born and raised in rural Alabama. (Roll Tide!) At a young age she learned that giving and serving others with a kind and loving heart is what life is truly about. Although Karen has lived in many cities, towns, and communities, she never left Alabama. It is truly her “Home Sweet Home.”
Karen grew up around farms with fields of cotton, corn, and hay, where her family grew their own food and shared with friends and neighbors in the community. Karen prefers the rural area over living in a city or town. After all, she is a down to earth country girl.
During her free time, Karen delights in gardening, crafting, cooking, and spending time with her daughter, family, and friends.
Karen enjoys working and serving others and brings over twenty years of experience working in the financial industry.
PROFESSIONAL ASSOCIATIONS
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