Jeff Helms, CFA
Jeff is a Certified Retirement Coach and maintains the Chartered Financial Analyst (CFA) designation. He brings more than 25 years of experience to his clients and specializes in delivering wealth preservation, tax mitigation, and estate planning strategies to a select group of successful families in Florida. Jeff currently serves as Chairman of the City of St Augustine Pension Board and is a member of the Northeast Florida Estate Planning Council, The Financial Planning Association, and the CFA Society of Jacksonville.  Florida’s Chief Financial Officer recently appointed Jeff to a special task force charged with identifying better ways to protect Florida’s retirees from financial fraud.  He is the author of two books on the subject of investing: “What Great Investors Know”, and “Generation R: A Retirement Nation at Risk.” He resides in St. Augustine with his wife, Candy, and daughter, Lily.

Kris Medlin, ACS, AIAA
Kris is our Director of Client services. A 25-year veteran, Kris manages operations, trading, and client support. Specializing in the coordination, planning, and support of client needs, she prides herself in delivering exceptional service to our clients. She maintains her Series 7, Life, Health, and Annuity licenses. A lifelong resident of the First Coast, she lives in St. Augustine with her husband, Steve.

Don Lohr
Don manages our risk management and insurance services area. A 1987 graduate of Flagler College, Don focuses his expertise on risk management planning and employee benefit consulting. He is a past Board member and Board Chairman of the St Augustine YMCA, past Board member of the ARC of St. John’s County, Volunteer Committee Member with Young Life of St John’s County, and mentors middle school and high school students at the Florida School for the Deaf & Blind.

Robin Delaney, CFP®, CLU, ChFC
Robin manages our Tampa location and serves clients on the west coast of Florida. She holds the prestigious designations of Certified Financial Planner, Chartered Life Underwriter, and Chartered Financial Consultant. A strong believer in community activity and support, Robin is an active member and past President and Treasurer of A Brighter Community, Inc, a non-profit day care facility for at-risk children in the Tampa Bay area. She is a member in good standing of a variety of professional organizations such as the National Association of Insurance and Financial Advisors, the Financial Planning Association, the Financial Analyst Society of Tampa Bay and the Society of Financial Services Professionals.

Dimensional’s investment strategies are supported by extensive historical and Nobel-Prize winning academic research. The result is an investment model that is based not on speculation but on the science of capital markets. Founded in 1981, Dimensional currently manages more than $190 billion in assets.