ATTENTION CLIENTS:
Effective July 1, 2026, we are officially transitioning our practice and client accounts to a new, dynamic firm. This move was made with you in mind. It ensures that you will continue to receive the same highly personalized guidance you value.
What the Transition Means for You
Our top priority is making this transition entirely seamless so you can experience zero disruption. Your accounts will transition to the new firm.
The same dedicated support staff will continue to work with you:
Tax & Accounting - Johns Benson & Johns, CPAs - 321-890-1384
Joyce Marion - Corporate accounting and taxes
Amethyst Cannon - Personal (1040) tax returns
Financial Services - Johns Brothers Financial - 321-890-1385
Renee Carnell - Investment clients customer service
Their office is located at 5425 Village Drive, Suite 103, Rockledge, FL 32955.
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You’ve made investments your whole life. Work with us to help make the most of them.