Associates
Gregory Pacitti - Chief Executive Officer
Certified Financial Planner™ with over 11 years experience in the financial services industry.
Graduate of the University of Central Florida.
In addition to his professional designations he holds a Series 7, Series 24, Series 51 and Series 63 licenses as well as life insurance and annuity. He serves as a board member for the Center for Autism Resources & Education (C.A.R.E.) as well as The Miracle League of Manasota. Gregg is married with 3 children and resides in East Bradenton.
Ron J. Lumley - President
Certified Financial Planner&trade and has over 20 years experience in the financial services industry. His experience includes positions with Lockheed Martin, Wachovia, The Lincoln Financial Group and Charles Schwab.
Graduate of Shippensburg University. In addition to his professional designations (CFP®, ChFC) he holds Series 7, Series 24 and Series 63 licenses as well as life, health, property and casualty insurance licenses. He is a member of the Financial Planning Association.
Ron is married with two daughters and has been a Sarasota resident since 1990.
Robert J. Ogilvie - Vice President
FINRA/SEC/CFTC Licensed Series 3 (Commodities), 4 (Options Principal), 7 (General Securities Representative), 24 (General Securities Principal), 63 & 65 (Investment Advisor Representative)
Graduated from University of Central Florida with a BS in Finance
Registered as a Commodities Trading Advisor (CTA) with the National Futures Association (NFA)
Virgil Kapp - Registered Investment Advisor
Virgil Kapp is a Registered Investment Advisor specializing in wealth preservation and the use of protective strategies that enhance growth.
Since 1989 he has been involved in the market as a private trader and investor and then advanced to professionally investing "family office money" and trading for a large proprietary trading firm.
Virgil's business experience includes successfully selling two separate healthcare service businesses he founded to publicly traded companies (Healthdyne, Inc. in 1984 and American Home Patient, Inc. in 1995). From his experiences in large transactions, Virgil nows enjoys helping others who have sold or who are selling their business to understand the many opportunities of diversified investing and concentrated portfolio hedging.
In 2006, Virgil was awarded "TRADER OF THE YEAR" by DTI of Mobile, Alabama for his S&P Futures pattern trade and portfolio growth and protection ideas. Virgil has also collaborated with Dr. Anthony Busigin in the development of portfolio hedge and risk management systems and tools.
Virgil has served on many advisory and fiduciary boards including:
MEDAIR, Inc.
Compass Bank / Ocala City Board
National Foundation, Inc. / WATERSTONE Colorado Springs
Word Of Life International Schroon Lake, NY
Diversified Trading Institute (DTI) Mobile, Alabama
Kapp Investments, LLC. is wholly owned by Virgil Kapp.
Virgil, a private pilot and his wife Debbie have resided at Leeward Air Ranch, an aviation community near Ocala since moving from Ohio 20 years ago. Their three married children and spouses have presented them with a beautiful collection of little grandchildren in whom they find great joy.
He enjoys research, teaching, meeting new clients, flying his homebuilt airplane, and chasing Redfish in Mosquito Lagoon.
Virgil holds Series 7 and Series 66 Securities Licenses.
