Jeff Helms, CFA
Using a simple and elegant wealth management process, Jeff focuses in the areas of wealth preservation, tax mitigation, and estate planning for a limited number of successful families in Florida. Jeff began his career as an institutional trader. At the age of 32, he was appointed President and CEO of The Advisors Group, a prestigious wealth management firm headquartered in Washington DC with more than $2 billion of client assets under management.  In 2001, Jeff had the privilege of working with Bill Sharpe (the 1990 Nobel Prize winner) and his team to develop an innovative wealth management model. Jeff is the author of two books on the subject of wealth management: “What Great Investors Know”, and “Generation R: A Retirement Nation at Risk.” After relocating his family to Florida, Jeff used his depth and experience to develop a wealth management consulting firm focused on making a major difference in the lives of clients.  He currently serves as Chairman of the City of St Augustine Pension Board and is a member of the Northeast Florida Estate Planning Council, The Financial Planning Association, and the CFA Society of Jacksonville.  Jeff is a Certified Retirement Coach and also maintains the Chartered Financial Analyst (CFA) designation.  

Kris Medlin, ACS, AIAA
Kris is our Director of Client services. A 25-year veteran, Kris manages operations, trading, and client support. Specializing in the coordination, planning, and support of client needs, she prides herself in delivering exceptional service to our clients. She maintains her Series 7, Life, Health, and Annuity licenses. A lifelong resident of the First Coast, she lives in St. Augustine with her husband, Steve.

Chris Draughon, CFP®
Chris serves as FCFA’s Director of Financial Planning and specializes in investment management, asset protection, and retirement and estate planning. A native of Northeast Florida, Chris is committed to helping clients achieve their personal financial objectives by identifying their unique needs, helping them create meaningful goals, and implementing strategies that achieve results. Chris is a Certified Financial Planner® and also holds the Accredited Asset Management Specialist (AAMS) designation. He is active in the community and serves as the President of the Ancient City Lions Club. Chris resides in St Johns County with his wife Jennifer and daughter Olivia.

Ashley Sheridan
Ashley joined our team in March of 2013 as a Financial Advisor and Investment Advisor Representative. She discovered her passion for helping individuals and business owners when she interned with First Coast Financial as a student at Flagler College in 2009. After continuing her training and career with a large investment firm and working with another independent in Georgia, Ashley has come back to the Sunshine State to be closer to family and to join the team that first inspired her. Ashley believes in outright honesty and represents her clients, first and foremost. Her specialty is working with individuals and couples in the baby-boomer generation, who wish to retire within the next 10-15 years. These individuals have very complex estate and investment planning needs, so Ashley uses the firm's disciplined and effective Wealth Management process to understand their overall situation and tailor their portfolio and plan.  Ashley believes in continuously improving her education for her clients' sake, and is now enrolled in the CERTIFIED FINANCIAL PLANNER™ designation course at the University of Georgia. She lives in Daytona Beach Shores with her Army Ranger Veteran husband, Greg.

Dimensional’s investment strategies are supported by extensive historical and Nobel-Prize winning academic research. The result is an investment model that is based not on speculation but on the science of capital markets. Founded in 1981, Dimensional currently manages more than $190 billion in assets.