Meet Our Team
Edward Chairvolotti, MBA, AIF®, CEFEX
Edward Chairvolotti holds FINRA Series 7, 24,63 and 66 licenses through LPL Financial and is certified by the Center for Fiduciary Excellence. He is approved by LPL Financial to act as your Retirement Plan 3(38) ERISA Fiduciary Investment Manager. He also sits on the Leadership Council of the National Association of Plan Advisors. Edward received a B.S.B.A. in Finance from the University of Central Florida and an MBA from Nova Southeastern University. He was recently named one of Financial Times Top Financial Advisers of 2016 and Plan Adviser’s 2017 Top 100 Retirement Plan Advisers.
Mandy Biechele
Mandy received her B.A. from Flagler College.
Sue Chairvolotti
Sue received her B.S. from the University of Central Florida.
No matter how big or small, every business should be able to offer its employees a retirement plan as a part of its benefit package. What type of plan is the right fit for your employees?
We can help you make this important decision.