Where Financial Mastery Meets Legal Acumen
Financial · Accounting · Insurance · Consulting
Comprehensive Services for Every Stage of Your Journey
We bring together the rare combination of financial, insurance, and legal expertise under one roof — coordinating every professional you need to ensure nothing falls through the cracks.
Quality First
We deliver exceptional results in everything we do, ensuring your satisfaction at every step.
Expert Care
Our experienced team brings skill and passion to every project, no matter the size.
Real Results
Proven outcomes that speak for themselves and make a meaningful difference for your business.
About Us
Principal Advisor & CEO
Principal Advisor & CEO
Principal Advisor & CEO
ProFile© is Echo's creation - a deep-dive discovery process that uncovers your complete picture before a single plan is written. Assets, people, intentions, vulnerabilities. Nothing skipped, nothing assumed.
Accounting Director
Principal Advisor & CEO
Principal Advisor & CEO
With a successful CFO career behind her and an accounting degree from Bryant College, Karen has spent decades making sure the numbers are right. She brings precision and accountability to every engagement - because the full, accurate story is the only one worth telling.
Administration & Payroll Processing
Administration & Payroll Processing
Administration & Payroll Processing
Grady manages the operational demands of a fast-moving advisory practice while ensuring our clients' payroll is processed accurately and on time - every time. Organized, dependable, and unflappable, she manages whatever the day demands.
Organizational Culture
Administration & Payroll Processing
Administration & Payroll Processing
Julia works at the intersection of people and performance, ensuring that every strategy we build accounts for the human dynamics that will ultimately determine whether it succeeds. She understands what most advisors overlook: that how a company operates internally - its communication, its values, its people dynamics - directly shapes its
Julia works at the intersection of people and performance, ensuring that every strategy we build accounts for the human dynamics that will ultimately determine whether it succeeds. She understands what most advisors overlook: that how a company operates internally - its communication, its values, its people dynamics - directly shapes its bottom line.
When culture is fractured, the financials eventually follow.
Julia helps ensure they don't.
132 West International Speedway Boulevard #61, Daytona Beach, FL, USA
