Howard started his financial services career at Northwestern Mutual. After learning a great deal about the life, long term care, and disability insurance space, he worked with The Evershore Financial Group, Securian Financial and Minnesota Life, expanding the breadth of his business to include more sophisticated investment strategies, expanded retirement and comprehensive financial planning capabilities, and estate planning. Howard was then hired by Ameriprise Financial as both a Financial Advisor and Insurance Coach. Prior to leaving Ameriprise Financial he was promoted to Managing Director.

Before becoming a Financial Advisor, Howard was a serial entrepreneur for over 20 years. Since 1986 he has launched, managed, and sold six different companies including Sail New Haven, a non-profit sailing/windsurfing school; Sailways, a sailing/windsurfing retail mail order company; Performance Snowboarding, the world’s largest snowboard mail order company; SnoBoard Magazine, a national consumer publication; GH Applied Technologies, an herbal supplement company; and The Harvey C. Salon, a high-end salon and day spa. He brings a wealth of finance, marketing, and management talent to his financial services practice.

Simon earned his bachelor’s degree in Finance from the McColl School of Business at Queens University of Charlotte and his master’s of business administration from Florida Atlantic University. He was an Academic Tutor, a collegiate tennis player, and a part of the Residence leadership program while fully participating in college life. He recently obtained his Florida Life, Health, and Annuity Insurance license (2-15), his Securities Industry Essentials (SIE) certification and holds his Series 7 through LPL Financial and Series 66 registration through New Edge Advisors. Simon has over a year of working experience as a Financial and Accounting Analyst at Siemens Energy, one of the largest corporate conglomerates specializing in infrastructure, transportation, and healthcare. He also interned at Ameriprise Financial as a Client Associate under the Noble Rock Wealth Management Team.

Simon has been a Financial Advisor for Silver Edge Financial Group for 2 years. His excellent analytical and communication skills allowed him to excel in the Financial Services profession. His primary role with Silver Edge Financial Group is as a Financial Advisor specializing in Financial Planning, Business Development and Client Services. He is an integral part of the Silver Edge Financial Advisory Team.

Originally from Wellsville, Ohio, Ruby received an Associate’s Degree in Travel and Hospitality Management in Pittsburgh, Pennsylvania, in 1995. She also earned an Associates’s Degree in Paralegal Studies from Palm Beach State University in 2017. Ruby has five years of hospitality experience and 21 years of extensive law firm experience ranging from Insurance Defense, Litigation, Family Law, Estate Planning, and Probate. She has worked for a few notable firms such as Gunster Yoakley and Murphy Reid. She is also a Florida notary. 

Ruby is conscientious, diligent, resourceful, and savvy. She has a keen understanding of all facets of estate planning and has the uncanny ability to make clients feel that their needs are paramount. She always goes the extra mile to make every person she works with a raving fan. Her perspective is very refreshing. There is never a problem, but only a solution and Ruby will work tirelessly to satisfy our client’s needs.

Dedicated to client success, Michael possesses a unique growth mindset along with his background in financial services, business development, and entrepreneurship. He started his financial services career working in private equity and helped fund a variety of socially responsible healthcare, biotech, and environmental science companies. With a passion for improving lives and advancing mission-driven organizations, Michael then began consulting and fundraising for some of the nation’s premier hospital systems, including Nemours Children’s Health, Baptist Health South Florida, and Jupiter Medical Center. 

Michael earned both a bachelor’s degree and master’s degree from the University of Pennsylvania, where he graduated with 4.0 Scholar Athlete, Dean’s List, and Academic All-Ivy League honors. During his time at UPenn, he worked in the admissions office and founded a private tutoring company that counseled hundreds of students and parents through college admission, financial aid, and athletic recruitment processes for the world’s most selective universities. Michael has also personally tutored students of all ages for almost every school subject and standardized test, specializing in AP courses, SAT, ACT, GMAT, GRE, and LSAT preparation. His volunteer activities include pro bono academic services for children of local school districts, and he previously oversaw an academic scholarship program in memory of his father, Myles L. Bass.