Meet the Team

Welcome to our team! We are a diverse group of passionate individuals dedicated to making a positive impact in our community. Each member brings unique skills and experiences, creating a collaborative environment where ideas flourish. From our creative thinkers to our detail-oriented doers, everyone plays a vital role in driving our mission forward.

Steve Wilmer

Consultant

Amanda Gattrell

Insurance Specialist

Tara Lewis

Credit Consultant

Francis Peters

Receptionist

Katrina Wallace

Client Success

Frequently Asked Questions

Complimentary Initial Conversation?

The initial Discovery Meeting with Wilmer Financial Group does not require compensation. It serves as an opportunity to discuss your financial goals and explore how we may be able to assist you. Schedule a call with us today!

Location-flexible Meetings?

Wilmer Financial Group values client convenience and understands that in-person meetings may not be necessary for all clients. We offer virtual meetings as an efficient alternative, allowing clients to save time.

Fiduciary Responsibility?

As a fiduciary, Wilmer Financial Group is committed to acting in your best interests. We prioritize your needs and goals, putting your financial well-being above their compensation or other considerations. It is our responsibly to help serve.

Account Minimum?

Wilmer Financial Group believes that unbiased custom financial advice should be accessible to all, regardless of net worth or age. We do not have any account minimums, helping to ensure that everyone can receive tailored guidance.

Get in touch with us

At Wilmer Financial Group, we are committed to providing innovative financial and wealth planning strategies that lead to clarity, stability, and overall financial health. We believe in truly understanding your goals, objectives, and concerns to create customized solutions that align with your needs. Our commitment to providing comprehensive information helping to ensure that you have the knowledge and confidence to make informed financial decisions.

At Wilmer Financial Group, we offer a range of services tailored to your specific requirements. From investment management and retirement planning to insurance and tax planning, we provide the expertise and guidance you may need to navigate the complexities of your financial journey. Our experienced team is here to assist you every step of the way, designing strategies that reflect your individual circumstances and aspirations.

(850) 801-7526

[email protected]

714 N De Villiers St

Monday - Friday, 8:00 am - 5:00 pm

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Securities offered through CreativeOne Securities, LLC Member FINRA/SIPC. Advisory Services offered through CreativeOne Wealth, a Registered Investment Advisor. Wilmer Financial Group, CreativeOne Wealth and CreativeOne Securities, LLC are separate entities.