J Michael Bass, CFP®, CIMA®

Mike has been helping clients understand money for over 20 years. If credentials are important, he has that base covered! Starting with an undergraduate and a master’s degree from the University of Florida, Mike is a Certified Financial Planner practitioner as well as a Certified Investment Management Analyst. But what about experience you ask? Well, Mike spent a decade and a half working in the real world bringing all sorts of real estate deals from concept to occupancy. Since entering the financial world, Mike has developed a niche in worked with small business owners and professionals. He saw a real need for people who were successful making money but weren’t sure how to best make that money work for them! Mike’s philosophy is there is more opportunity in making the best use of the resources you already have than to chase higher returns! He knows the key to being successful in accomplishing your financial goals is having better strategies not looking for the mythical better investment!


Jennifer Zaleski

Jennifer Zaleski is the current Client Services Manager.   Jennifer has over 12 years of experience in Banking rising to the level of Senior Vice President.  She is excited about the opportunity to help others achieve the financial future they aspire to!