Accredited Professionals

Travis Jennings

Travis has spent over a decade providing finance concierge solutions, systems and support to improve personal finances and reduce taxes for families across the country. Over time, he has learned that a key difference between those with financial prosperity and those without is the quality of professionals surrounding clients and the shared expectations amongst those professionals pertaining to a client’s financial plan.

After his time serving is the United States Air Force, Travis transitioned into the financial services industry where he has hung his hat for over 12 years. The past five years have been dedicated to his personal practice, Finance CAPE, where he serves as the CEO and caters to a variety of high-net-worth families through a fractional family office approach.

Mr. Jennings is dedicated to community service and sits on several non-profit advisory boards throughout the Tampa Bay Area. He takes great pride in mentoring young entrepreneurs and helping seasoned entrepreneurs successfully exit from their various businesses.

Travis has three beautiful kids a wonderful wife and lives on a farm just outside of Tampa, Florida. He enjoys nature, meditation, and teaching those with a desire to grow. He has been interviewed by the Wall Street Journal and featured on NASDAQ News, Tampa Bay Business and Wealth Magazine, and has presented on several podcasts as a finance concierge expert across the country.

Kwesi Robotham

Kwesi Robotham is an entrepreneur, advisor, and financial strategist. He is the Founder and Managing Director of Kingstowne Advisors, LLC, a virtual family office focused on helping affluent business owners and executives grow and preserve their wealth. In addition to providing leadership and operational oversight, Mr. Robotham directs the firm’s proactive planning process, designed to produce integrated tax, legal, business, wealth, and risk management outcomes for their clients.

Jason Bright

As an alumnus of the Georgia Institute of Technology and a “recovering engineer," Jason is adept at breaking down complex problems into their most basic components and working systematically to solve them. By bringing a logical, rational approach to financial planning and advice, Jason aspires to help clients improve financial efficiency and maximize the utility of each dollar that comes into their hands, all with an eye toward stewardship and generosity.

Jason currently serves on the board of trustees for Family Promise of Gwinnett County and is an active member in the Lawrenceville Rotary and a founding member of the Lawrenceville Business Alliance. Jason, his wife Ana and their five children are longtime residents of Lawrenceville, GA where they are very active in their church, and community.

Carson Grover

Carson specializes in helping small business owners and pre-retirees meet their most important financial goals. For the past several years, he has been working closely with CPA’s, attorneys, and other tax professionals to coordinate a truly multi-faceted approach to meeting his clients needs. Through his extensive knowledge of financial planning and collaboration with other professionals, Carson is able to execute various strategies related to business succession, income tax mitigation, liquidation events, estate planning, retirement income planning and asset protection. He takes seriously his fiduciary obligation to always put the client’s needs first. Outside of the office Carson spends most of his time traveling, hiking, reading, going to the gym and hanging out with his wife Angelina, his daughter Salem and their dog Bonnie.

Jack Branch

Jack has been recognized nationally and locally as a top advisor to professionals, CPA's, business owners, and entrepreneurs seeking a forward thinking plan not just a boiler plate one size fits all plan.

His work history before coming into the financial industry gives a fresh outlook on things to look at versus having been in only one industry throughout his entire career. Jack is a graduate from the University of Tennessee in Knoxville and lives in Covington with his wife, Renee. He is an active member of Northshore Bible Church in Covington, avid golfer, husband, father, and active supporter of many charitable entities. .

Jack has a passion for helping clients understand what their potential can be over trying to just meet ones needs. He believes that there is so much misinformation to the public that instead of giving an opinion on topics that you should use an objective approach.

Questions to take a close look at include: why one is saving, exit strategies out of a business, risk management, and how to make sure that you have options if life throws you curveballs before you get to enjoy retirement.

The question that I think he asks that is very critical is “if what you thought to be true about your money turned out it wasn’t true when would you want to know?”

There are three types of clients or potential prospects Jack works with:
1) Business owners that want a clear succession plan either internally or externally
2) Business owners that seek more efficiency in their teams, operation, or profit centers to expand upon
3) Aligning business owners with CPA practices and partners that desire more proactive value added services to provide more tax efficiency for clients owning businesses, high net worth, and charitable minded families or foundations

Eric Restrepo

Eric brings his diverse experience as a business owner and entrepreneur together with a deep knowledge of the financial markets, wealth management, tax planning, financial and estate planning using a team-based approach with Legal Services, Tax Planning, Business Advisory, Risk Management and Wealth Management professionals working together to meet his client’s needs. His clients get a concierge level service and access to a Virtual Family Office including the best of breed specialists from around the country. Eric is proactive in bringing time tested and innovative solutions and advice. He works extremely hard to ensure his clients are always ahead of the curve in all areas of their financial lives. Eric lives in Fair Oaks, California, with his wife of 16 years, Alexandra, and their 5 kids, Jeremy, James, Isobel, Theodore, and Eli. He enjoys reading, traveling, hiking, golfing, snowboarding, and watching his kids do just about anything they love to do.

Justin Mundt

Justin Mundt holds life, health, property & casualty insurance licenses, as well as a Series 65 license. He started Mundt and Associates right after graduating in 2009. Helping others protect what they value most in life is very important to him, and he entered the financial services industry to do just that. Justin is reliable, honest, and dedicated to helping others.

He lives with his wife, Kelly, and their two children, Adelaide and Reece. In his spare time, Justin enjoys spending time with his family, woodworking, snowmobiling, farming, and playing music with his friends.

David Herrman

David is a Certified Public Accountant and brings 29 years of experience in senior business and finance roles as a co-founder of VQ Financial. David specializes in providing consulting services to small businesses and their owners focusing on increasing the businesses profitability and overall value that helps provide a clear path for the client’s achievement of their financial vision. Prior to VQ Financial, David served as Chief Financial Officer and then President & Chief Executive Officer of Montauk Energy Holdings, a publicly traded renewable energy company. David also held various senior financial positions at Duquesne Light Holdings and Interstate Hotels Corporation. David started his career at the public accounting firm Coopers & Lybrand in Charlotte, North Carolina. He is a graduate of Wake Forest University and currently lives in Pittsburgh, PA with his wife Kellie and their daughter Julia.

Michael Simms

An early adapter to technology in the delivery of services for business owner clients, Michael and his firm was one of the initial firms engaged with the BizEquity business valuation services. Now with over 40 million valuations conducted by the platform the process and results have ‘democratized’ the understanding of business value for business owners. Michael has engaged with CPAs, Attorneys, and business owner clients to deliver valuations since 2014.

Having been a part of leading and growing small businesses, Michael entered the financial services industry looking to bring business owner clients valuable information to make important decisions. Having engaged with BizEquity as well as the Business Enterprise Institute (Business Exit Planning) and the Value Builder System (Business Coaching and Exit Planning) Michael delivers perspective to business owner for understanding the real ‘sellable’ value of their business as well as where there are gaps in value which would cause its transactional value to falter. Knowing the ‘book’ value of a business is a starting benchmark for every client, however Michael strives to elucidate to clients during the valuation process those areas of their business which need focus and attention to solidify the value of their business.

Paavan Kotini

Paavan Kotini, MBA, is a bestselling author of Effortless Wealth: The S.W.A.N.™ Approach to Unlocking Wealth for Busy Professionals, Speaker, and Entrepreneur. Paavan's journey from a biomedical engineer at Vanderbilt, aiming to cure cancer, to becoming a leader in IT and finance, is full of surprises and discoveries. Triggered by his own struggles with finance, he immersed himself in the field and became a leading financial planner, recognized for making complex concepts easy to understand.

Paavan is the Founder and CEO of S.W.A.N. Insurance Group LLC, as well as Kotini & Kotini, an innovative planning firm, his goal is to provide advanced financial strategies to a wider audience. With almost twenty years of experience, Paavan aims to provide professionals and families with the tools for financial stability and peace of mind, helping them sleep well at night. The team he has built for S.W.A.N. Insurance Group LLC is truly a team like no other to provide you with the best experience in Life and Annuities.