About Us

CERTIFIED FINANCIAL PLANNER™ professional for your team.

Clarity and Confidence for Life®

We help successful families and entrepreneurs gain clarity and confidence by providing tailored financial solutions that eliminate complexity to help our clients to meet their goals.

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Meet Our Team

Providing Clarity and Confidence for Life® is what we do. Helping people live life by design is who we are.

Offices conveniently located near downtown DeLand & MANDARIN AREA OF JACKSONVILLE.

We pride ourselves in having team members with a CFP® board certification, proprietary planning processes and ongoing persistence to coach our clients in making the smartest financial choices possible.

Thomas B. Fleishel, MBA, CFP®

FOUNDER AND PRESIDENT

ELLEN LUDEWIG

CLIENT SERVICE ASSOCIATE [email protected]

DAWN NELSON

CHIEF OPERATIONS OFFICER [email protected]

SHIZELLE NYLANDER

MARKETING ASSOCIATE [email protected]

MARCUS FLEISHEL

JUNIOR CLIENT SERVICE ASSOCIATE [email protected]

Meet our Jacksonville team.

They are located in Jacksonville Florida so we can conveniently serve a larger part of the Florida community.

ALEX CHANDLER

FINANCIAL ADVISOR CFP® [email protected]

DIANE MILDORF

Client Service Associate [email protected]

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Our Approach

Our Clarity & Confidence for Life Process™

Our trademarked Clarity and Confidence for Life® process is built upon your existing goals, dreams and ambitions in order to create a custom tailored plan that can help you to eliminate financial complexity and achieve your goals.

Our approach starts with an in-depth discovery session, understanding your key areas of progress, your current financial reality, dangers and opportunities and if your portfolio is properly diversified. Then we help you set specific goals and create a coordinated strategy to help you achieve your goals and dreams.

Learn More About Our Approach

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