Broker Check

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

John W. Hall, III
Managing Partner

Senior Investment Advisor

(407) 537 9427

John W. Hall III is a Central FL native and equipped with nearly 20 years of financial services experience.  John's early professional experience was spent with organizations such as Bank of America and Wachovia Securities before moving on to Merrill Lynch where he managed client relationships of high net-worth individuals and employer-sponsored retirement plans. He then transitioned to Fifth Third Securities as an Investment Executive responsible for investment revenue at eight branch locations along with training and developing sales personnel.  John decided to use all his previous experience and skills to become an independent financial advisor with Voya Financial Advisors, formerly ING Financial Partners and ultimately starting his own Registered Investment Advisory, HGA Capital Management, now VestWyze. 


John received a Bachelor of Science in Business Management from The University of Central Florida. Go Knights, Charge On!

John has received several industry licenses including his series 6, 7, 63, 66 and insurance license. 

Community Involvement/Service:

John is a member of the Orlando Alumni Chapter of Kappa Alpha Psi Fraternity, Inc. 

Kimberly Saunders MBA, CFP®
Managing Partner

Financial Planner

(407) 440-1160

Kimberly is a Certified Financial Planner® professional and has been in the Financial Services Industry since 2011.  Prior to entering the Financial Services Industry, she spent several years in sales roles in the pharmaceutical industry.  In addition to her industry experience, she also educates in an adjunct capacity in addition to holding workshops and speaking engagements for various community and business organizations. 


Kimberly received her Bachelor of Science in Business Management and Master of Business Administration degrees from Florida Agricultural and Mechanical University (FAMU).  Strike Rattlers!

Kimberly has received several industry licenses including her series 6, 7, 63, 65 and insurance license. 

Community Involvement/Service:

Central Florida Chapter of the National Black MBA Association Inc.  - President, 2019-Present

Goldsboro Front Porch Council, Inc. - Board Member 

FAMU National Alumni Assocation, Seminole County Chapter: Current Member and Former Executive Board Member

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.