Our team is available to help you make the best financial decisions for yourself, your business, and your family.
Michael SimmsFounder and President
Combining his native idealism with a results-insistent approach, Michael is driven to provide comprehensive financial strategies for every client. During a career that spans three decades, he has helped many people think freshly about how to grow, manage and protect their wealth.
Michael heads the business advisory board for the Palm Beach Gardens Five Star Magnet program, he and is directly involved in organizing Magnet’s Arty Faulk Golf Classic, the program’s largest fundraising event.
He is a life member of The Association of Citadel Graduates and a member of the Citadel Club of the Palm Beaches.
He was involved in the creation of the Honda Classic Military Appreciation.
Adam Jorgensen, LUTCFFounder and Vice President
You would expect calmness, coolness, and even-handedness from an advisor. Adam embodies those traits, and he also lends true dedication. His passion manifests in his tireless work ethic, his persistence to ensure executed strategies, and his knowledge to pursue individualized strategies.
Adam is a member of the Indiana University Alumni Association.