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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.”
- Tricia Mustico, Senior Client Associate
Wesley B. Kaufman

Wesley B. Kaufman

Managing Director, Certified Financial Planner ™
Founding partner of Heartwood Wealth Advisors

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 Stephen T. Clarke

Stephen T. Clarke

Managing Director, Certified Investment Management Analyst ™
Founding partner of Heartwood Wealth Advisors

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 E. Sidney Martin

E. Sidney Martin

Managing Director, Founding partner of Heartwood Wealth Advisors

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 Anita Bost

Anita Bost

Vice President, Certified Financial Planner ™

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 Tricia H. Mustico

Tricia H. Mustico

Senior Client Associate

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 Liz Dedman

Liz Dedman

Client Associate

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 Benjamin Gurley

Benjamin Gurley

Director, Certified Financial Planner ™

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 Douglas Dorsey

Douglas Dorsey

Executive Vice President

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 Kathryn Pruitt

Kathryn Pruitt

Senior Client Associate

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