THE PRISM GROUP OF NORTH FLORIDA - Key Persons
Alex Cooper is a partner of the PRISM Group of North Florida, Inc. and has used his expertise in helping clients make sense of their financial planning matters for over 16 years.
Job Titles:
- Client Relations Associate
Brandon Thors joined The PRISM Group in October 2022 as a multi-disciplined, financial services professional with over 24 years of experience in the personal investments and residential financing businesses. Brandon started his financial career with HomeSide Lending, a Jacksonville based lender, having no prior experience with consumer financing, but having an uncanny knack for being able to instantly build rapport with his clients and convey complex financing concepts in a concise, easily understandable manner.
Prior to the financial crisis of 2008, Brandon realized that it was time to diversify his professional experience and sought out a position within the securities and investments industry. In 2007 Brandon obtained his FINRA Series 7 & 63 designations and accepted a position as a ‘Registered Representative' with Fidelity Investments performing multiple roles within the firm. In 2018 Brandon elected to revisit his skills in residential financing, having accepted an early retirement option a year earlier, and recognizing an opportunity that was rapidly developing as the result of a historically low interest rate environment and a ‘red-hot' housing market.
Brandon returns to the financial services business with a passion for helping individuals achieve their financial goals. His role is to support Bert, Alex, Sarah, and Carrie in the daily operations of the business while providing world-class service to clients of The PRISM Group.
Brandon has lived in Jacksonville for over 30 years with Katrina, his spouse of 43 years. In his off time, Brandon enjoys music, golf, and tennis. He is also a ‘foodie' known to occasionally ‘cook up a storm'. He has a 35 year old son, Nicholas, and a new daughter-in-law, Brooke, who were married last spring.
Job Titles:
- Client Relations Associate
Carrie Lucero is considered a native of Jacksonville as she lived here as a child. She moved with her family to Milwaukee, WI in 1970 where she became a proud Green Bay Packers fan. In 1981, she moved back to Jacksonville and started working at Barnett Computing Company. In 1990, she was offered a position with Barnett Securities Inc., where she obtained her Series 7 license and became a Senior Client Associate. Carrie worked for Barnett for 14 and a half years and then accepted a position with Morgan Stanley. Carrie eventually took her talents to Wells Fargo Advisors, where she spent the next 16 and a half years gaining extensive knowledge and experience. Carrie graduated from Everest University in 2015 with a master's degree in Criminal Justice. She was a Guardian Ad Litem for Duval, Clay, and Nassau County for 3 years, where she was the voice for children in the foster care system. Carrie has two daughters, Liane and Marcella, and she loves being a M'oma to her grandchildren, Maddox, Legend, Max, and Paityn. Carrie looks forward to serving you!
Roberto (Bert) is the managing Partner of The PRISM Group of North Florida, Inc.; a comprehensive financial planning firm which he founded in 2005. For nearly 30 years, Bert has successfully provided financial advice and superior service to his clients.
Sarah joined AXA Advisors, LLC in July 2013 after graduating from Florida State University with a Bachelor of Science in Finance. She started working with the Retirement Benefits Group, a specialized division of the Jacksonville, Florida branch office. AXA Advisors, LLC was rebranded to Equitable Advisors in January 2020. After working in the Financial Professional capacity for three years, she was recruited to join The PRISM Group within the firm. While receiving mentorship from a seasoned Advisor, Sarah completed the Certified Financial Planner program through the University of North Florida and became certified in 2018. Sarah is deeply involved with networking within the community and has served in a multitude of capacities. She served on the Board of the Jax Seminole Alumni Club for several years, and her roles included Chair for the Young Alumni committee and Vice President. She's also been a part of her local BNI Chapter for four years and has served two terms as President and one as Vice President. Sarah recently discovered her passion as a divorce advocate, so she pursued her Certified Divorce Financial Analyst designation in September 2021. She is equipped with the necessary knowledge to assist divorcees and their legal counsel with financial matters throughout and beyond the divorce process. She has since joined the National Association of Divorce Professionals and is currently serving as Social Chair for the local Chapter. Sarah offers a holistic, options-based approach to individual, marital, and divorce financial planning. Her motto in life and in her career is the same - "always leave someone better than you found them."