R. Jeffrey Heard
Vice President
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Jeff Heard is a third generation native Floridian. Most of Jeff's close-knit family resides here in Central Florida. For 10 years Jeff personally owned a successful business as a nurseryman, landscape designer, state contractor, and a state licensed irrigation contractor. He sold his corporation which employed over 25 employees. Since that time, Jeff has dedicated himself to helping other business owners, young families, and retirees achieve financial success. Being a former business owner gives Jeff a deeper understanding of the daily challenges of business ownership. Jeff has instructed a number of workshops on Estate Planning, Investments and Tax Strategies, Long Term Care Planning, and Business Continuation. He enjoys helping others reach their financial goals and watching his clients grow over the years. Jeff has been married for over 20 years to his high school sweetheart, Kimberly. They have three active boys Seth, Ethan and Shane.

Licensed in Florida:
Life, Health and Annuities


Securities Registrations:
Investment Company and Variable Contracts Products Representative - Series 6

Investment Advisor Representative - Series 65

 

 

 

 

 

 

Christopher L. Burns, CFP®, ChFC

CERTIFIED FINANCIAL PLANNER™
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Chris, originally from Winter Haven FL., received his Bachelor of Science degree in Finance from the University of Florida. Chris works with individuals to help them achieve their financial goals by customizing each financial plan to match his clients unique needs. He also concentrates his effforts in the small business market, assisting business owners with their company and personal retirement plans. Some of them include 401(k)’s SEP & SIMPLE IRA’s, and defined benefit plans among others. Chris has also participated in various speaking engagements in the central Florida area for the pre-retiree and retiree markets, and for participants in the Florida Retirement System.

 

 

Licensed in Florida:
Life, Health and Annuities

 

  

 

Securities Registrations:

Investment Company and Variable Contracts Products Representative - Series 6
 

General Securities Representative - Series 7
 

Blue Sky Laws- Series 63

 

Investment Advisor Representative - Series 65

 

 

 

Professional Designations

 

 

 

 CERTIFIED FINANCIAL PLANNER™
 

 

Chartered Financial Consultant-ChFC®

 

 

Organizations

Central Florida Estate Planning Council

 

Advanced Practice Network (APN)

 

University of Florida Alumni Association Member

 

 

Alpha Tau Omega Fraternity Alumni

                *Alpha Omega Chapter 

  

  

       

 

 

  

Tony S. Keena
Financial Advisor
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Experience

Tony S. Keena is a Partner of the Estate & Business Planning Group located here in the Orlando area. Originally coming to Orlando with the US Navy, Tony returned to Orlando after completing his degree in Finance at the University of Wisconsin-Whitewater. Tony has given hundreds of workshops on Financial and Retirement Planning/Asset Management over his almost twelve years of experience as a Financial Advisor.

 

 

Areas of Practice

Wealth Management

Trust Management

Retirement Planning

Estate Planning

Charitable Gifting

 

 

Professional Licenses

Series 6-Investment Company and Variable Products Representative

Series 7- General Securities Representative

Series 63- Blue Sky Laws

Series 65- Investment Advisor Representative

Insurance & Annuity

 

 

Organizations

Florida Citrus Sports

Rotary International

SHRM

Society of Senior Market Professionals

Orlando Health Foundation Gift & Estate Planning Advisory Counsel

Destiny Foundation of Central Florida

Million Dollar Round Table (MDRT)

National Ethics Bureau

 

 

 

 

Jimmy D. Greene
Registered Representative
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Jim Greene is a Florida Native and is originally from Daytona Beach.   Since moving to the Orlando area in 1992 he has focused his practice in the area of Estate and Retirement Planning for Seniors. While working with retirees and pre-retirees for over 15 years, he has had the opportunity see first-hand how many of them were “ill prepared” for their golden years. Jim has participated in numerous speaking engagements on topics including Ways to Avoid Probate, Estate Conservation for Seniors, Long Term Care Planning, and Eliminating Taxation on Social Security. He often co-hosts the AM radio talk show “Now You Know” on AM 580 WDBO Sundays at 9:00 am. With uncompromising standards of integrity, honesty and service, Jim gives his clients the confidence of knowing their needs will be handled professionally and ethically. Because of his integrity and dedication, clients return with new business and refer their friends and family to him. Jim has been married to his wonderful wife Jackie for 13 years and is the proud father of two young girls named Maya and Hannah.

    

Licensed in Florida:
Life, Health and Annuities

Securities Registrations:
General Securities Representative - Series 7

 

Board Member Kiwanis Club of Central Orlando