Our Team

John Shipman | Investment Advisor Representative

John served in the US Navy from 1970-1973 and later earned a Bachelor of Arts from Florida State University in December 1976.

John is a Certified Financial Planner® professional with over 25 years of financial and estate planning experience, specializing in portfolio design and management.  John will help manage your expectations.  Additionally, because of his relationships with a number of tax professionals, John could assist you in developing a personal tax reduction strategy.  Other services offered include a free and un-biased portfolio analysis, retirement planning, or insurance reviews. 

As a part of the services offered and through relationships with attorneys specializing in these areas, John also works with clients on issues such as estate planning, Trusts and asset protection strategies. John further provides expertise in selection and implementation of life insurance, annuities, long-term healthcare, and Medicare Supplemental insurance. 

John has been a Certified Financial Planner® since 1989.  He is also the founder of The Financial Forum, a radio show heard previously throughout the Tampa Bay area for over a decade and nationally for two years.  .

Areas of Specialization

  • Portfolio Management
  • Fixed and Variable Annuities
  • Retirement Planning
  • Retirement Income Portfolio Management
  • Mutual Fund Analysis
  • Estate Planning
  • Asset Protection strategies
  • Business Succession Planning
  • Life Insurance
  • 401 (k) and Retirement Plans
  • Long-term Care and Medicare Supplemental Insurance



Myra Shipman | Marketing/Operations

With over 34 years in the investment services and banking industries, Myra understands the importance of remaining dedicated to meet her clients’ needs.  Myra’s many talents include being a great listener and a multi-faceted and experienced financial professional who also is an Investment Advisor Representative  holding a Series 7 license.  Myra is committed and dedicated to her customers and in assisting John in numerous areas of the business, but especially in helping the Shipman Team in staying in close contact with clients.   As the Shipman Team organizer and administrative head, Myra’s many duties include the coordinating of meetings, setting up seminars, and focuses a great amount of her time on contacting  clients to help ensure communication which among other things includes a monthly newsletter.  Her motto: an informed client is a happy client.