WHO WE ARE
We are here to help you stay on course.
About Alphastar Wealth Emerald Coast
Alphastar Wealth Emerald Coast is an independent fiduciary wealth management firm located in Pensacola, Florida. As a fiduciary, we always prioritize our clients’ best interests, and we believe in building genuine and authentic relationships with them. Our unique client engagement process involves personalized steps to identify their financial goals and opportunities, educate them on financial decisions, empower them to take action and monitor their progress.
Our Fiduciary Promise
As a truly independent fiduciary wealth management firm, we protect our clients by separating duties through carefully selected strategic partnerships. We maintain strong relationships with attorneys, accountants, enrolled agents, trust companies, and others, which enables us to fulfill various obligations to our clients. Our holistic and comprehensive approach to financial planning is one of our greatest strengths.
At Alphastar Wealth Emerald Coast, we are committed to doing what is best for our clients today and for their heirs in the years to come. Contact us to learn how our independent fiduciary wealth management firm can help you achieve financial success while maintaining our commitment to genuine and authentic relationships with our clients.
Meet the Alphastar Emerald Coast Team
Get to Know Our Experienced Wealth Management Team and Experience Unmatched Client Service
SENIOR WEALTH ADVISOR
With over 30 years of investment and wealth management experience, Bob brings a unique perspective and value to his clients with his extensive background in law, taxation, and retirement and estate planning. He considers it an honor and a privilege to…
EXECUTIVE WEALTH PLANNER
Katie has a Master of Business Administration from the University of Colorado and a Bachelor of Accounting from Loyola University in New Orleans. She spent her early career working primarily for large law and accounting firms. More recently, she…
CLIENT RELATIONSHIP MANAGER
Hillary plays a key role in managing our operations, client relationships, and schedules. Through her personable and compassionate spirit, Hillary helps us foster the relationships that mean so much to us. She believes that ongoing trust only happens when we take time to get to know each client personally…
CLIENT SERVICES ASSOCIATE
Tina plays a vital role in our account opening and client onboarding process. She is our go-to for all matters related to annuities, insurance, and fixed income products. Tina has an intuitive knack for problem-solving and issue resolution, and her skillset is a tremendous asset to our team…
CLIENT SERVICES ASSOCIATE
Paola plays a vital role in our account opening and client onboarding process. She is also our front-line of communication. Her innate problem-solving skills help us address client concerns and effectively maintain and resolve account changes and client updates…