Our Team

Christian D. Searcy Jr. CFP®, CPWA®, AIF®, MBA
President
Christian makes his home in North Palm Beach with his wife and two children. When not working, Christian enjoys fishing, boating, and traveling with his family. He serves as the President of the University of Virginia Alumni Club and has served on the Audit Committee of the Village of North Palm Beach.

Melanie Martinez McDonald, CFP®, CDFA®, CEPA®
Vice President
Melanie makes her home in Greenacres with her husband and daughter. In her free time, she enjoys the outdoors, traveling and spending time with family and friends. She serves as the president of the Palm Beach County Canes Club (University of Miami) and has volunteered with the Women’s Foundation of Florida, and the Cystic Fibrosis Foundation of Palm Beach County.

Vincent F Cuomo
Executive Partner
Vincent puts significant emphasis on being his clients’ fully trusted financial confidant. He prides himself on delivering unparalleled service and advice creating deep and lasting relationships. These relationships have helped him to build one of the largest professional networking groups in South Florida. This group, which comes together bi-monthly to meet, also has a charitable emphasis. To date, Vincent’s group has raised over $250,000 for non-profit organizations.
Vincent makes his home in Palm Beach Gardens with his wife and two children. When not working, he enjoys many different sports, and spending time with family and friends. He serves as a Board Member on the Citizens Advisory Committee to the Board of Governors of The Florida Bar, the Legal Aid Society of Palm Beach County and Sunfest LLC.

Katrina B Timmons
Relationship Manager
Katrina obtained a Bachelor’s Degree in Business Information Management from Seminole State College of Florida. She also holds her Life and Variable Annuities insurance license.
Katrina is originally from Coral Gables, FL and currently makes her home in West Palm Beach with her husband and son. In her free time, she enjoys the outdoors, music, traveling and spending time with her family and friends.