Tim ”Jai” Baker, CIMA® GFS® CPWA®
Wealth Curator | Author
With a blessed, four-decade career, Tim has expertly overseen the financial affairs of esteemed individuals, from presidents to top executives in various fields. His pioneering philosophy merges wealth management with personal well-being, fostering lifelong relationships. Tim's holistic approach involves a centralized team of multi-disciplinary advisors dedicated to realizing the mission statement of the families they serve. Envisioning a transformative company, Tim seeks to guide consumers toward embracing their higher selves through conscious choices, illuminating a path to a radiant life. His vision is to discard obsolete environmental histories, replacing them with conscious software that propels us toward an authentic, inspiring, and boundless destiny.
Services Included
- Our process commences with comprehensive family assessments, including Communication Styles and Identity Behavior Assessments as well as Family Genograms.
- As your family office of trusted advisors, we collaborate with our team of multi-disciplinary experts working from a centralized location, in accordance with your Family Mission Statement.
- Our holistic approach is guided by a co-created financial Master Plan, which serves as the intelligence platform for exploring the possibilities of your authentic aspirations.
- Our strategic planning services comprise a living, breathing financial plan, tax planning and tax return preparation, investment management, insurance advisement, estate and charitable guidance.
https://player.vimeo.com/video/1065902487?h=a6417332e8&badge=0&autopause=0&player_id=0&app_id=58479
Angel Latterell, J.D.
Attorney
Angel Latterell is a trusted advisor who takes a holistic, humanistic approach to estate planning that not only ensures your loved ones receive the security they need when you are no longer here, but also serves your life’s purpose and legacy. The mission of her law practice is to empower clients to live an abundant life and leave a joyful family legacy.
Services Included
- Front end coaching to empower individuals with clarity and understanding of their current state and articulation of their outcome goals for death and incapacity plan.
- Review of analysis of current state in light of all of the above. With discussion of things that are concerns, red flags, or places of celebration.
- Prioritization to shift what the client desires to change about current state, and confirmation if there is a solution (which there always is) within the legal realm known as estate planning.
Additional Add-ons:
- Document preparation of a whole and complete plan. (Trusts, Wills, POAs - med & financial, living will, hipaa waiver, final disposition, personal property transfers, real estate transfers to trust, LLC transfers, other legal documents necessary to make it complete).
- Education, Coaching and Empowerment - through conversation making sure the client understands how Trusts work and has a clear asset list with the right property in the right place, and the right communication plan, beneficiary designation plan, in place.
- Practical Emergency planning - development of a password protection strategy, emergency plan communication strategy, kids protection plan and guardianship instructions for families with young kiddos.
https://player.vimeo.com/video/1069401906?h=af437f83fd
Jeff Garinger
Wealth Curator
Jeff Garinger is a seasoned wealth curator renowned for his thoughtful, client-centered approach to financial planning and investment strategy. A graduate of the University of Vermont (Class of 2016) and a former member of the men’s lacrosse team, Jeff’s background as a collegiate athlete instilled in him the discipline, resilience, and team-oriented mindset that continue to inform his professional philosophy today.
Jeff is deeply passionate about the integration of human consciousness and sound financial decision-making. His personal journey toward greater self-awareness, emotional clarity, and intentional living has solidified his belief that financial well-being is inextricably linked to personal growth and a grounded sense of identity. He emphasizes that building a strong internal foundation empowers individuals to make aligned, confident, and sustainable financial choices.
As a dedicated student of human behavior, Jeff is particularly attuned to the psychological and emotional factors that shape financial decisions. He recognizes that money decisions are rarely purely analytical and works closely with clients to explore the beliefs, habits, and motivations that influence their financial lives. By addressing these deeper dynamics, Jeff helps clients make decisions that are both practical and personally meaningful.
Known for his ability to build trust-based relationships, Jeff prioritizes connecting with clients on a deeper level. His approach blends technical expertise with genuine empathy and curiosity, enabling him to craft financial strategies that are not only effective but also aligned with his clients' values and life purpose. Jeff is committed to guiding individuals and families toward a more intentional and fulfilling financial future.
Angela Papa, CPA
Tax Advisor
Angela Papa, CPA, is an experienced tax and accounting professional with more than a decade of experience helping individuals and business owners navigate complex tax and financial matters with clarity and confidence. Her background spans tax compliance, tax planning, accounting, and financial advisory work, allowing her to bring both technical expertise and a practical, strategic perspective to each client relationship.
Throughout her career, Angela has worked with entrepreneurs, privately held businesses, and individuals across a wide range of tax and accounting needs. As Tax Advisor at Luminous Wealth, she works collaboratively with clients and the broader advisory team to provide proactive, year-round tax planning that supports their overall financial strategy.
Services Included:
Tax Planning & Strategy:
Tax planning & projections
Quarterly estimated tax planning
Entity structure and tax optimization
S corporation planning and reasonable compensation considerations
Additional Add-ons:
Tax Compliance:
Federal and state income tax return preparation (individuals, partnerships, S-
corps, C-corps, trusts, estates)Multi-state tax compliance
Tax notice review and response support
Prior-year and delinquent return preparation
Accounting & Bookkeeping Services:
QuickBooks Online setup & training
Bookkeeping cleanup and catch-up
Chart of accounts optimization
Monthly and quarterly bookkeeping
Suzanne Qualia
Holistic Wealth Team Liaison & Mindfulness Coach
Holistic Wealth Team Liaison & Mindfulness Coach
Suzanne serves as the liason between your traditional wealth management journey with Jai and the financial planning team, guiding you seamlessly into the Holistic Wealth generation experience. This unique process integrates financial planning with the Blue Zone model—fostering balance across the eight essential aspects of holistic wealth:
- Mindfulness
- Physical Health
- Diet
- Social Interactions
- Self-Care
- Home Aesthetics
- Finances
- Spirituality
At the heart of this approach is elevated consciousness—deep self-awareness that enables greater intentionality and fulfillment in all areas of life. Using a coach approach centered on active listening, deep reflection, and meaningful engagement, Suzanne helps clients expand their self-knowledge, identify what brings them true joy, and create actionable plans to align their wealth with their well-being. She also introduces clients to the rest of the Holistic Wealth team, ensuring they have the right support on their holistic wealth journey.
Suzanne’s Approach
Suzanne brings a pragmatic yet visionary coaching style, balancing strategy with exploration while adapting to each client’s unique needs. Rooted in impact, growth, freedom, and compassion, her work consistently drives results.
With over 20 years of leadership experience in global corporate supply chain teams, Suzanne transitioned into executive and leadership coaching, inspired by her own quest for expanded consciousness and elevated impact. Her coaching is grounded in neuroscience and Positive Intelligence™, helping clients develop a conscious, empowered, and joyful approach to both wealth and life leadership.
Services Included:
- Meet & Greet – Answering your questions and aligning expectations
- Reflection on:
- Your Wealth Management journey so far
- Key exercises and reflections from the Luminous Wealth Journal that resonate
with you - Our Genogram insights—What is the source of JOY for you?
- Introduction to or review of the Eight Aspects of Holistic Wealth
- Assessment & Reflection
- Holistic Wealth Action Plan:
- Identifying 1-3 key initial areas of focus for greater balance, fulfillment, and
alignment with your mission statement, wealth goals, and joy - Prioritizing the aspects that will most impact health span = lifespan
- Identifying 1-3 key initial areas of focus for greater balance, fulfillment, and
Additional Add-ons:
- Mindfulness Coaching: for those seeking to evolve and deepen their mindfulness practice by developing and then practicing new habits of thought, choice and behavior to their day to day living in areas like non-judgement, patience, gratitude, letting go, trust and acceptance
- 1:1 Executive Leadership Coaching: for those seeking to jettison outdated leadership beliefs and habits, elevating their leadership impact while leading with more joy and less stress
- Group Coaching: Holistic Wealth Peer Advisory Council – A confidential peer group acting as your personal board of advisors, tackling challenges, opportunities, and strategies together
- Monthly meetings with an optional 1:1 coaching session in between
https://player.vimeo.com/video/1103254813?h=d1da25e53b&badge=0&autopause=0&player_id=0&app_id=58479
Jen Nolan BS, MS, ONC, TAP
Holistic Nutrition Advisor
Jen Nolan is a holistic nutrition consultant who takes a terrain-based, metabolic approach to helping individuals elevate their health, restore balance, and build lasting vitality. With over two decades of experience in both clinical and integrative nutrition, Jen supports clients in identifying the root causes of imbalance while creating personalized strategies for nourishment and healing. The mission of her practice, Remission Nutrition, is to empower individuals to take an active role in their wellness journey—supporting the body’s innate intelligence through nutrition, lifestyle medicine, and emotional alignment. For a full list of services, please visit remissionnutrition.com
Services Included
- One-hour Complimentary Discovery Consultation
Additional Add-ons
- Foundational Health Coaching, Assessment & Intake
- In-depth assessment to understand current health status, personal goals, and challenges
- Clarification of short- and long-term wellness goals through a terrain-based, whole-person lens
- Emotional and energetic support integrated throughout the process (Jen is a certified Reiki III Master practitioner)
- Personalized Nutrition & Lifestyle Strategy
- Comprehensive, customized plans including therapeutic foods, targeted supplements, and mindful lifestyle shifts
- Education of important metabolic markers, lab work, and symptom history to guide the process
- Emphasis on digestive health, blood sugar regulation, detox pathways, immune resilience, and circadian rhythm
- Education, Coaching & Empowerment
- Ongoing guidance to understand the foundations of metabolic and terrain-based wellness
- Practical support for meal planning, food sourcing, and creating a sustainable rhythm of nourishment
- Tools for self-awareness and emotional balance to support long-term success
https://player.vimeo.com/video/1114542921?h=4ffd8e9420
Terry Umarally
Movement Specialist & Holistic Fitness Coach
Meet Terry Umarally – Movement Specialist & Holistic Fitness Coach
With 25 years of experience in health and fitness, Terry Umarally is a movement specialist dedicated to helping individuals move better, feel stronger, and live with greater vitality. He holds a degree in Exercise Science and Sports Medicine and is a Certified Fitness Coach, Licensed Massage Therapist, and Traditional Yoga Teacher. Terry integrates science, movement, and mindfulness to restore balance and unlock the body’s natural healing potential.
Uma Movement: Functional Fitness & Everyday Movement
Terry is the founder of Uma Movement, a holistic movement approach rooted in fascia mobility, core alignment, and natural human movement. Built on The Uma Theory, this system blends functional strength, posture awareness, breathwork, and mobility training to help individuals prevent pain, move with ease, and sustain an active, resilient body for life.
Through online coaching, workshops, and classes, Terry empowers clients to reconnect with their bodies, cultivate strength, and move with intention—because movement isn’t just exercise, it’s the foundation of a vibrant life. Uma Movement goes beyond workouts and exercise sessions, transforming daily activities into opportunities for inspired movement. It’s a philosophy that encourages mindful movement in all aspects of life.
For a full list of the services Terry offers, please visit: umamovementtherapy.com
Services Included
- Complimentary One-Hour Consultation
- A personalized session to assess your movement needs and goals.
Additional Add-ons
- Lifestyle Movement Coaching for Chronic Pain
- Navigate chronic pain by improving breath awareness, posture, fascia health, and movement patterns, helping you move and feel better.
- Exercise Programs & Life Coaching
- Optimize your time with high-impact, personalized movement plans tailored to your fitness and lifestyle goals.
- Walking Gait Awareness Coaching
- Walking is our most fundamental movement—learn how to refine your gait mechanics to enhance longevity and overall body function.
Terry’s coaching focuses on the key aspects of holistic fitness, empowering you to:
Move well. Move often. Move with purpose.
https://player.vimeo.com/video/1066991428?h=02ba2b1a2f
Danielle Francine
Strength Building & Weight-loss Advisor
Danielle is a Body Transformation Expert with over 17 years of experience in the Health, Fitness, and Nutrition industry. Her journey began in fitness, where she earned 12 specialty certifications and owned a CrossFit gym. This experience instilled in her the importance of functional movements for improving overall health and quality of life.
Danielle expanded her expertise into functional nutrition, recognizing that true transformation requires a holistic approach. She teaches clients how to nourish their bodies effectively, emphasizing personalized nutrition strategies tailored to individual needs and goals.
Danielle believes in a holistic approach to well-being, emphasizing the crucial role of lifestyle factors like stress management, quality sleep, proper hydration, and consistent movement in achieving long-term success. She guides clients towards sustainable lifestyle changes that promote lasting health and vitality.
Services Included
- One-hour Complimentary Consultation
Additional Add-ons:
Goals Setting / Planning Session
- Establishing and nurturing the connection with your body for optional results, physically, mentally and spiritually. .
- Customized Nutrition to reach your desired physical state
- Customized Workout plan to achieve your desired results.
- Detailed review of lifestyle, lifestyle habits. To create lifestyle habit changes and mindset shifts.
Creating a New Identity Session: Allows you to step into your goals with ease and grace.
- Weekly Check ins to ensure progress, support and course correct as needed.
- Grocery Shopping Education, learning where to focus our attention when food prepping.
Customized Nutrition to balance hormones. Excellent for Perimenopausal women.
Total body nutrition detox
Access to my Personal App-where all nutrition and workouts are delivered to you.
https://player.vimeo.com/video/1063724257?h=583b16a6d8
Edith Vincent
Certified Hypnotherapist | Reiki Level 2 Practitioner
Edith Vincent is a certified Hypnotherapist with 1250 hours of rigorous training in therapeutic and medical hypnosis, she guides clients on their journeys of self-discovery and healing.
Drawing on her five years of experience in law enforcement, Edith approaches her work with empathy and dedication to service. As a certified yoga teacher, she applies the principles of mindfulness and breathwork in her practice, helping people to cultivate inner peace and balance in their daily lives. Additionally, as a certified Reiki Level 2 practitioner, she incorporates energy healing into her sessions, enhancing her ability to support clients on their wellness journeys.
Edith emphasizes that hypnotherapy is a powerful tool for integrating the valuable insights and knowledge gained from various other services. By using therapeutic hypnosis, she helps clients imprint these lessons deep within their cellular memory and unconscious mind. This integration ensures that positive changes and new perspectives are retained for the long term, promoting sustainable well-being and personal growth.
Services Include:
Complimentary Consultation
Additional Add-ons:
- One-on-One Hypnotherapy Sessions: personalized sessions to address specific challenges, beliefs, perceptions and facilitate deep integration of positive suggestions and experiences.
- Goal Setting and Planning: Collaborating with clients to establish meaningful goals and identify what is blocking them to achieve them.
- Weekly Check-Ins: Providing ongoing support to monitor progress and reinforce learning, making necessary adjustments.
Through her compassionate approach, Edith helps individuals reconnect with their full potential and tap into their inner resources, empowering them to become their own medicine and tools for transformation.
Learn more at Edithvincenthypno.com
https://player.vimeo.com/video/1062896312?h=57bd4a4a06
Janet Edwards
Global Real Estate Advisor
jedwards@onesothebysrealty.com
As a realtor with Sotheby’s International Realty, I am passionate about both health and wellness, and I apply the same dedication to fitness as I do to serving my clients. I believe in fostering strong relationships and providing personalized, professional service. Whether you're buying or selling, I’m here to guide you through the process with integrity and a focus on your unique needs, ensuring a smooth and rewarding experience. I look forward to the opportunity to guide and advise you in your next Real Estate adventure!
As a seasoned Realtor with Sotheby's International Realty, Janet offers expert guidance in the luxury real estate market. With a client-centric approach, she is dedicated to understanding and fulfilling the unique needs of each individual.
Janet's passion for building lasting relationships ensures that clients feel supported and informed throughout the entire buying or selling process. Her commitment to professionalism and integrity drives her to deliver honest, reliable, and high-quality service.
Known for her health-conscious lifestyle and disciplined work ethic, Janet brings a keen attention to detail to every transaction. Her strong communication skills keep clients informed and confident throughout the real estate journey.
As an expert in navigating the complexities of real estate transactions, Janet guides clients from start to finish, ensuring a smooth and successful experience.
Services Include
- One-hour Complimentary Consultation
Additional Add-ons:
- Luxury property buying and selling assistance specializing in high-end homes, estates, and exclusive properties.
- Comprehensive market analysis to provide clients with valuable insights on current market trends and property values.
- Personalized property marketing strategies, including global exposure through Sotheby’s International Realty’s exclusive channels and networks.
- Expert contract negotiation, ensuring clients receive the best possible terms and conditions in their real estate transactions.
- Access to a global network of luxury real estate professionals, enabling connections to buyers and sellers worldwide.
- Tailored relocation services, helping clients transition smoothly to new homes or investment properties, both domestically and internationally.
- Confidential and discreet service, prioritizing client privacy and confidentiality throughout the buying and selling process.
- Coordination of property showings and tours, providing clients with a seamless and personalized experience.
- Assistance with luxury property staging and presentation, enhancing property appeal for potential buyers.
- Guidance through the closing process, ensuring all legal and financial aspects are handled with precision and care.
https://player.vimeo.com/video/1060651847?h=b985f98b7c
Troy Maleyko
Luxury Commercial Real Estate Advisor
Troy Maleyko is a Commercial Real Estate Advisor who approaches real estate as a relationship-driven, long-term partnership rather than a one-time transaction. Originally from Canada and now based in Jupiter, Florida, Troy works closely with investors, business owners, and families to align real estate decisions with financial strategy, tax planning considerations, and lifestyle goals.
Known for his ability to deeply connect with clients, Troy prioritizes understanding the why behind every decision—whether that is capital preservation, business growth, generational planning, or quality of life. His role often extends beyond real estate, collaborating with clients and their trusted advisors to ensure each move supports the bigger picture. Trust, transparency, and clear communication are central to how he works.
A former Division I hockey player, Ironman finisher, and Boston Marathon participant, Troy brings discipline, consistency, and resilience to every client relationship. His entrepreneurial background includes owning and operating health-conscious restaurants and consumer beverage businesses, giving him firsthand insight into the operational realities business owners face. This experience allows him to advise from a place of empathy, practicality, and experience—not theory.
Troy serves as Head of Growth for the BluEdge Group, leading an independent team of highly specialized agents across Florida. Each team member focuses on their specific area of expertise—allowing clients to benefit from a collaborative, specialist-driven approach rather than a one-size-fits-all model.
BluEdge Group operates within the private brokerage platform of Illustrated Properties, the largest privately held real estate brokerage in Florida, with over 100 years of history and deep roots throughout the state. Through this platform—and global affiliations with Forbes Global Properties and Leading Real Estate Companies of the World—Troy and his team provide clients with both exceptional local market intelligence and trusted relationships across the United States and internationally.
Happily married and a father of two, Troy values long-standing relationships built on integrity, alignment, and shared success—principles that guide both his professional practice and personal life.
Main Services – Commercial Real Estat
- Industrial and warehouse properties
- Retail and mixed-use assets
- Office and medical office buildings
- Hospitality and restaurant real estate
- Owner-user acquisitions
- Investment properties and portfolio assets
- Land for commercial and mixed-use development
Additional Services
- Zoning analysis and land-use strategy
- Tax-aware real estate planning coordination
- 1031 exchange guidance and transaction support
- Entitlement and land development strategy
- Joint-venture (JV) investment structuring
- Value-add and repositioning planning
- Off-market sourcing and strategic acquisitions
- Long-term hold, exit, and portfolio planning
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