Meet the Team We Strive to Build Long-Standing Client Relationships Billy Hohmann Founder, Certified Financial Planner® 904-296-1550 904-800-1227 [email protected] Billy is a third-generation resident of Jacksonville, now living in St Augustine since 2002. He earned his Bachelor of Science degree from the College of Business at Florida State University (GO NOLES!) and began his financial planning career in 2000. Working as an employee advisor for several years, he felt a need to bring clients a better platform. Thus, he founded Centerpoint Wealth Advisory in 2006; a financial planning firm dedicated to helping clients “Balance Life and Wealth”. In 2017, Centerpoint transformed into Florida Shield to represent the addition of property-casualty insurance which is also offered at the firm. As a Certified Financial Planner™ professional, he helps clients take a long-term view of their situation, and delivers a holistic approach to people’s financial lives. Billy has steadily grown the firm through building great relationships rather than selling financial products. He performs public education events and workshops on a regular basis, sharing his knowledge of sound financial principles. When appropriate for clients, he is licensed to offer alternative and direct investment strategies, which differentiates him from many of his peers. He has an in-depth knowledge of retirement plans, Social Security, and estate planning techniques and is a member of several industry and local business organizations. Billy is married with three adult children and very active in service to our community including serving his church and other local non-profits. When the opportunity arises, you will find Billy and his family spending time at the lake house, most likely playing fetch with “Bella” the yellow Labrador Retriever. Candace Carter Advisor's Assistant (904) 296-1550 Cand[email protected] Candace Carter is originally from Alaska, but discovered St Augustine living and the Florida lifestyle early in adulthood. She gained great customer service experience as a restaurant server, a receptionist in a doctor’s office in which she also assisted with billing. Candace joined Florida Shield in 2017 on a temporary basis but decided to become a permanent, full-time employee after 3 months. Candace’s early focus was as an assistant to Billy Hohmann, but has also embraced serving as a Florida-licensed P&C agent. In her off-time, she enjoys trying new restaurants with friends, hanging out at the beach, and serving in her local church on the weekends.