Categories Financial Planning 110 Bridge Road Tequesta FL 33469 (561) 471-7700 (561) 208-8334 Visit Website Rep/Contact Info Austin Kuyrkendall Financial Analyst Dan Roth Financial Advisor Phone: (561) 208-8309 Fax: (561) 208-8334 Send an Email Daniel Roth Send an Email Cary Stamp Owner Phone: (561) 471-7700 Fax: (561) 208-8334 Send an Email Ryan Swenson Financial Analyst Send an Email Patrick Thompson COO Phone: (561) 229-1011 Fax: (561) 208-8334 Send an Email Share × Print Email Facebook Twitter LinkedIn Tell a Friend ×