Meet Our Team
We're a small, intentional team that believes financial planning is deeply personal. We focus on building lasting client relationships through shared values and thoughtful, individualized guidance.
We're ready to actively listen and become part of your narrative.
Michael Anderson, CFP® AAMS®
Founder · Financial AdvisorMichael is a CERTIFIED FINANCIAL PLANNER® professional passionate about helping individuals and families clarify and work toward their financial goals while honoring the values that matter most to them. As a husband, father, and Tennessee native who has made Central Florida home, Michael understands firsthand the importance of building a financial plan that supports your family, reflects your values, and encourages thoughtful generosity. His focus on integrity, honesty, and compassion guides every client relationship. He is dedicated to helping clients plan for a meaningful legacy.
JR Rossi
Financial AdvisorBorn and raised in Orlando and a proud Florida State graduate, JR grew up watching his family's pizza restaurant shape his understanding of hard work, relationships, and what it means to genuinely serve others. His greatest joy is his family: his wife Danielle, his son Hank, and his newborn. JR brings a banking background and a deep love for connecting people, and he's found that this career sits right at the intersection of both. He approaches every client relationship with generosity — generous with ideas, with time, and with the kind of financial insight that saves people money and clears their path forward. He believes wealth done well starts with living intentionally.
Micah Larson, CFP®
Financial AdvisorMicah Larson is affiliated with LPL Financial, LLC, not Commonwealth. He solely offers securities and advisory services through LPL Financial. Commonwealth Financial Network (“Commonwealth”) and LPL Financial LLC (“LPL Financial”) are separately registered investment advisers and members of FINRA/SIPC. The products and services provided by each entity are separate and distinct. If you decide to work with an LPL affiliated representative, you will engage with LPL and not Commonwealth Financial Network.
Visit Micah's Website
Orlando, Florida
Ready to do
wealth well?
A 15-minute introductory consultation costs you nothing and gives you a clear picture of what values-based, comprehensive planning could look like for your life.
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