Your Team

John Mosher CFP®, ChFC®, CLU®, AEP®, CEPA®

Partner and Vice President, Business and Estate Strategies

John and his wife Leann have known each other since they were ten years old. They have built their lives in this area and are proud of their two children, Mady and Jack. Giving back to the community is a core value for John. He serves on the board of Copperhead Charities, which donates millions of dollars raised from the annual Valspar PGA tournament at Innisbrook. In his free time, he loves fishing, boating, golfing and enjoying Florida’s laid back lifestyle. John has dedicated his entire career to helping families and business owners with their unique planning needs. John is an expert in estate and business planning, specializing in working with high-net worth clients. John’s knowledge is accomplished with a casual and comfortable approach to life. He can meet you in a suit in South Tampa, join you for a round of golf, or meet you out on the water fishing.

Office: 727-492-5225