REY DESCALSO, Managing Director

In May of 2010, Rey Descalso left a large wirehouse to create a firm that would help his clients without call centers, proprietary products or the legacy liabilities of large Wall Street firms. Rey's commitment has been to help his clients understand how to best manage their tax situation.  

He attained the Accredited Asset Management SpecialistSM(AAMS®) designation through the College of Financial Planning and the Accredited Investment Fiduciary®(AIF®) designation through the Center for Fiduciary StudiesTM.  

He feels his experience in 2008 was a defining moment that guides him to this day: “As an industry, we were not well-prepared for the credit crisis on many levels. We did not have appropriate risk management in place for the needs of many clients. This went beyond the pure numbers and drawdowns. We were not well-equipped to handle the emotional hardship many clients faced when everyone thought the financial world was crashing down around them. So, educating clients about risk management has become one of my most important priorities.”  

Mr. Descalso has lived in the Central Florida area for most his life and attended Forest Lake Academy in Apopka, FL. He received a Bachelor’s Degree in Theology at Southern Adventist University in 1997 and a Master of Divinity Degree from Andrews Theological Seminary in 1999. He and Rebecca, his wife of over 20 years, have a mischievous daughter, Olivia. All three of them enjoy Disney cruises and time at the beach.