National Partners
Timothy S. Johnson, J.D.*, CRPC®
Chief Investment Strategist
- Areas of expertise include fixed-income, equity allocations, alternative investments and affluent wealth management.
- BA in Political Science from Lipscomb University in 1981 and graduated from Vanderbilt University School of Law. Holds a Series 7 registration.
Ben T. Huddle, CFP®, M.B.A., CRPC®
Director of Financial Advisory Services
- Areas of expertise: the development, training, and implementation of fee-based financial planning within the firm including the integration of the investment and comprehensive financial planning processes.
- Master’s in Business Administration from The University of Houston, Bachelor’s degree in Industrial Management from Purdue University.
Jane Johnson, CFP®
Director of Planning
- Areas of expertise: Estate, retirement, investment, and business succession plans.
- Bachelor of Arts degree from The College of William and Mary. Member of the Northeast Florida Estate Planning Council.
Tom Christensen, CFP®, CRPC®
Regional Director of Financial Planning
- Coordinates with financial planners to help clarify data and construction of financial plans.
- Debriefs with planners to develop financial strategies and creative design.
- Ensures plan deliverables are complete, suitable and compliant.
- Responsible for training and support of financial planning software.
