Broker Check

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.

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