

Our People
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“I enjoy interacting with our clients every day. I want them to feel comfortable and confident in the job I do and the service I provide.”

Wesley B. Kaufman
Managing Director, Certified Financial Planner ™
Founding partner of Heartwood Wealth Advisors
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Stephen T. Clarke
Managing Director, Certified Investment Management Analyst ™
Founding partner of Heartwood Wealth Advisors
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E. Sidney Martin
Managing Director, Founding partner of Heartwood Wealth Advisors
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Anita Bost
Vice President, Certified Financial Planner ™
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Tricia H. Mustico
Senior Client Associate
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Liz Dedman
Client Associate
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Benjamin Gurley
Director, Certified Financial Planner ™
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Douglas Dorsey
Executive Vice President
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Kathryn Pruitt
Senior Client Associate
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