FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.

Team

Here at AETFS we take a team approach to helping our clients achieve their wealth management goals.  A team approach allows us to provide a truly holistic wealth management.  It enables us to respond quickly and effectively to any questions or concerns you may have, so we can be proficient in serving our clients.

 
I'm Melisa M Grzyb, CFS©, your wealth manager. I am the one providing advice and coordinating your plan with your insurance, tax, financial plan, wealth management, and estate planning. I have been in the business since 2001, and in...

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I’m also very pleased to introduce Laura, our Marketing Director. Her work background prior to coming to AETFS has primarily included customer service and finance. She is married with two grown boys. Laura previously lived in Oshkosh,...

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Nathan Harvey

New Business Manager

Let me also introduce Nathan, our New Business Manager. Nathan meticulously tracks new accounts and transfers with utmost care and attention to detail. He also assists with Marketing and Events, taking care of the hands on tasks that...

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Lori Clowar

Administrative Assistant

(352)592-9833

(352)592-9832

Please Welcome Lori, our Administrative Assistant. Lori joined us in May of 2016 bringing with her a wealth of experience in the industry and a work ethic that is unmatched. She has proven to be an important asset to this company. She...

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Rachel is a native Floridian, born and raised in Hernando County. She graduated from Stetson Law School with High Honors in 2012 and she currently has her own practice, focusing primarily on Wills, Trusts, and Estate Planning.

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