Broker Check

Your Team

Daniel Ciez

President/Owner+Financial Advisor

(904) 923-PLAN

 Vcard

Dan views his clients as an extension of his family and brings a passion for his people, their plans, and the management of their portfolios...

Read more

Christopher Cox, CFP®

Financial Advisor

(904) 923-PLAN

 Vcard

After graduating from the University of North Florida with a degree in Economics, Chris began his career in financial services...

Read more

Nick Pinelli, CFP®

Operations Manager

(904) 923-PLAN

 Vcard

After graduating from the University of Florida with a degree in Business Administration, and completing the Jacksonville Wealth Management internship program, Nick began his career in financial services...

Read more

Melissa Pinelli

Client Services Manager+Office Manager

(904) 923-PLAN

 Vcard

Melissa is the Jax Wealth Client Services & Office Manager and since 2016 has been an integral part of team JaxWealth. Melissa’s warmth is felt both in person and over the phone, all while fulfilling client needs in an expeditious...

Read more

Erika Sharp

Client Services Associate

(904) 923-PLAN

Erika graduated from the University of Florida with a degree in Finance and began her career in financial services in 2001. She joined Jax Wealth in 2020 as a Client Services Associate and assists our clients through the entire on-board...

Read more

Mari McKanna

Client Services Associate

(904) 923-PLAN

Mari joined JaxWealth in May of 2022 as a Client Services Associate. Like many of her team members, Mari is a fellow Gator having graduated from the University of Florida...

Read more

Kelly Ciez

Client Service Liaison

(904) 923-PLAN

Kelly handles all the special client touches as well as marketing, client events, and other special functions...

Read more

Rick Erickson

Financial Advisor+Vice President

(904) 923-PLAN

Rick started his career in the financial services industry in 1992 after graduating from the University of Wisconsin at Eau-Claire with degrees in Business Administration and Organizational Communication. Additionally, Rick holds...

Read more

Tom Hockenbery, CFP®

Financial Advisor

(904) 373-0561

Tom joined Jacksonville Wealth Management in 2017 after a 39-year career as a solo Financial Advisor. He has been a CERTIFIED FINANCIAL PLANNER™ Certificant since 1988 and holds the following licenses and registrations:...

Read more

Dee Puttbach

Executive Assistant

(904) 373-0561

#