Our Team

Todd Middleton

CFP®, ChFC®, CLU®, RICP®, ChSNC®
Financial Advisor

Todd specializes in retirement, special needs, and family-focused financial planning. He is dedicated to helping clients create personalized strategies designed to protect their loved ones and build long-term financial confidence. Based in Jacksonville Beach, Todd combines professional expertise with a client-first approach centered on trust, education, and lasting relationships.

Bethene Middleton

Serving our clients is our top priority, and we couldn’t do that without the dedication and support of team members like Bethene Middleton. Bethene plays a vital role in our back-office operations, ensuring everything runs smoothly behind the scenes. We're grateful for her valued contributions.

Jo Ann Bianco-Jones

JBiancoJon02@ft.newyorklife.com

Jo Ann Bianco-Jones is also a valued member of our team, leading our client communications through service, scheduling, and marketing.

If you have any questions or need assistance, don’t hesitate to reach out to Jo Ann — we’re here to help.