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Who We Are

We're Always

Focused on Your Best Interest

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What Makes Us Different?

We Believe in a Different Approach to Your Wealth Management

With over 50 years of combined experience, our dedicated team is here to guide you through life’s financial journey, helping you navigate the curveballs that may come your way.

We understand that your financial future is about more than just numbers; it’s about securing the life you envision for yourself and your loved ones. Whether you’re planning for retirement, looking to optimize your tax strategies, or navigating the complexities of estate planning, we’re committed to providing personalized solutions that reflect your unique needs.

Our family-owned firm values integrity and transparency, ensuring you feel confident in every decision we make together. We take pride in building lasting relationships, working collaboratively to design strategies that align with your vision of financial success.

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McPherson, his arms wide

Our Core Values

  • Happy

Positivity, fun, easily approachable, personable

  • Teachable

Listener, team player, good communicator

  • Proactive

Self-starter, innovator, steps up, volunteers –
NO micromanagement needed

  • Takes Ownership

Honest

  • Non-Sloth

Hard Workers

Get To Know

Our Team of Experts

Art McPherson, LUTCF®

President & Ceo

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Julie McPherson

CFO & Office Manager

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Christian McPherson, CFP®

Certified Financial Planner®

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Matthew D. Sams, CFP®, ChFC®, CLU®, MSM, CFA Level II Candidate

Senior Servicing Financial Advisor

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Amanda Pearson, AAMS™

Practice Manager

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Charlene N. Delaney, LUTCF®

Senior Registered Client Service Associate

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Rachel Henley

Director of Client Communications

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Don Smith

Client Service Associate

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Oakley McPherson

Team Mascot

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Dixxon McPherson

Team Mascot

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Find Out More

FAQs

How is McPherson Financial Group different?

At McPherson Financial Group, we believe in putting people first. Our team takes the time to understand what makes you unique, so we can offer guidance tailored just for you. You’ll always find a friendly atmosphere here, where your goals are heard and your financial journey gets the personal touch it deserves.

Our advisors come equipped with all the right licenses and certifications to help you plan your financial future. Many are fiduciaries, which means they’re dedicated to acting in your best interest every step of the way. We also have CFP® (Certified Financial Planner®), LUTCF®, and AASM™ designations within our team. We make sure to stay up-to-date and follow the highest standards, so you can trust the support you get.

Absolutely! We prioritize having fiduciary advisors on the team, ensuring that our number one priority is you – always. We’re committed to making recommendations that reflect your needs and goals, so you always get advice that puts you first.

older couple at street market

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Art McPherson Headshot

Arthur Roy McPherson II, LUTCF®

President & CEO

Art McPherson has been a financial advisor since 1993 and received his Bachelor of Science degree from Florida State University.

Art has a great love for college football and for Florida State University, where he has been a booster since 2006 and is a recognized “Golden Chief” booster. He can be found at home games tailgating before the games with his family and friends. The Golden Chiefs is a distinctive organization of alumni with a shared concern for the continued advancement of the university. Art is also a part of the alumni association and the university club at Florida State University and is a past member of the Alpha Kappa Psi professional business fraternity while attending school.

Art has been in the financial service industry for over 32 years, and McPherson Financial Group has over $200 million in assets it manages for its clients. Art has written articles that regularly appear on Forbes, Fortune, Fox Business, and many other online publications across the country as a financial professional. He is a co-author of a book titled “Nothing is Certain Except Death and Taxes” and contributed to the book “The Myth of the Rich Doctor.”

Art currently hosts “The Art of Money Radio,” a radio show that is heard on iHeartRadio and WMMB 1240 or 1350 AM radio stations.

Art is a current advisory board member since 2018 of Formula Folios that manages just under $4 billion in assets. Arthur is also a board member of the Financial Independence Council, which provides education in an effort to make financial security a cornerstone for every American family. Art has been a past board member and is currently a member of Space Coast Association of Insurance and Financial Advisors.

Arthur has developed the “unique money method,” which he uses to help his clients have a stress-free retirement.

Arthur’s professional licenses and registrations include a life and health insurance, a variable annuities license with several states throughout the U.S., and Series 7, 63, and 66 licenses in several states with FINRA. These licenses allow him to have a fiduciary relationship with all of his clients.

Art’s Motto:
Work hard, so you can play hard.

Julie McPherson Headshot

Julie McPherson

CFO & Office Manager

Julie McPherson spent 16 years as a dedicated educator before bringing her organizational expertise and passion for helping others to McPherson Financial Group. As Office Manager and CFO, Julie oversees the daily operations and financial management of the firm, ensuring a seamless client experience and strong internal efficiency. Her background in education has instilled in her a deep appreciation for clear communication, attention to detail, and building meaningful relationships—all of which she now applies to supporting the firm’s clients and team.

Julie grew up in Pennsylvania, where she enjoyed many outdoor activities with friends and family. A fervent Philadelphia Phillies fan, she has been going to Vet Stadium since she was in diapers. After graduating high school, Julie went off to Mansfield University in Mansfield, Pennsylvania, where she earned her bachelor’s and master’s degrees in education.

After teaching for several years in Pennsylvania at the elementary school she attended, Julie couldn’t handle the snow anymore, so she moved south to Florida to continue her career in a warmer climate. Several years later, Julie had a student by the name of Rachel McPherson in her classroom. Rachel’s father, Art McPherson, volunteered as a chaperone for every class field trip. With Rachel’s matchmaking skills, Art and Julie married in April 2007.

Art and Julie have two children, Rachel, who is a graduate of Florida State University, and Christian, who is a graduate of Liberty University. Outside the office, Julie enjoys exploring her creative side through decorating, sewing, and making crafts. She also likes traveling, riding motorcycles with Art, and spending quality time with family and their two dogs, Oakley and Dixxon.

Julie’s Philosophy:
Rooted in integrity, driven by purpose, and always grateful for the people and moments that make life meaningful.

Christian McPherson, CFP®

Certified Financial Planner®

Christian McPherson is a Certified Financial Professional® who delivers sophisticated wealth management and retirement strategies for high-net-worth families and business owners.

He began his career at Vanguard, advising affluent investors and developing a strong foundation in portfolio management, tax efficiency, and estate coordination. He later joined Merrill Lynch as a financial advisor, where he built a successful practice centered on comprehensive financial planning and personalized, goals-based advice. Christian quickly rose to become one of the top-performing advisors in the region, earning a position on Merrill Lynch’s Advisory Council for his leadership and client impact.

Today, at McPherson Financial Group, Christian partners with clients to create customized, tax-smart strategies that align their wealth with their life’s purpose—whether that means optimizing cash flow, protecting assets, or creating a legacy for future generations. His approach combines institutional-level investment discipline with a deep personal commitment to each client’s success.

Christian holds a degree in Business Administration and Financial Planning from Liberty University. Away from the office, he enjoys wakeboarding and surfing behind the boat, spending time at Disney with his wife, Jess, and rooting for Florida State football.

His philosophy is simple yet powerful: to bring clarity, purpose, and confidence to every financial decision—so clients can focus on living the life they’ve worked hard to build.

Matthew Sams Headshot

Matthew D. Sams, CFP®, ChFC®, CLU®, MSM, CFA Level II Candidate

Senior Servicing Financial Advisor

Matthew D. Sams is a Senior Servicing Financial Advisor with McPherson Financial Group, where he helps clients navigate the important financial decisions that shape retirement, wealth preservation, and long-term family security.

As a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Financial Consultant®, Chartered Life Underwriter®, a holder of a Master of Science in management, and a candidate for Level II of the Charted Financial Analyst designation, Matthew combines technical planning knowledge with a practical understanding of the real-life concerns clients face. His work is centered on helping clients feel more organized, informed, and confident as they make decisions about retirement income, portfolio strategy, tax-efficient planning, risk management, estate considerations, and legacy goals.

Prior to joining McPherson Financial Group, Matthew served in investment and portfolio-focused roles, where he developed experience analyzing client portfolios, evaluating investment strategies, and supporting comprehensive financial planning recommendations. That analytical foundation allows him to help clients understand not only what they own, but how each part of their financial plan works together.

At McPherson Financial Group, Matthew’s role is focused on delivering a high level of ongoing client service. He works closely with clients to review their financial plans, monitor progress, address changing needs, and coordinate strategies designed to support their goals through different market environments and life transitions. His approach is rooted in education, clarity, and a commitment to helping clients make confident financial decisions.

Matthew is especially passionate about helping clients simplify complex financial topics and align their wealth with the life they want to live. Whether clients are preparing for retirement, already retired, managing concentrated wealth, evaluating income strategies, or planning for the next generation, he strives to provide guidance that is personal, disciplined, and focused on the client’s best interests.

Favorite Song Lyric:
“Nobody loves me but my mother, and she might be jivin’ too!” – BB King

Amanda Pearson Headshot

Amanda Pearson, AAMS™

Practice Manager

Amanda Pearson, AAMS™, is the Practice Manager at McPherson Financial Group, where she has been helping clients achieve their financial goals for over 7 years. She holds an Associate of Science in Business Administration from Eastern Florida State College, along with certifications in Series 7, Series 66, and a Health, Life & Annuity License. Amanda also holds the AAMS™ Designation to further enhance her expertise in the field.

Born and raised in Brevard County, Amanda is a proud Rockledge High School graduate. She’s been married for 20 years to Steve, and together, they have two children: Christian, a Director of Christian Education in Kingwood, Texas, and Mary, a pre-professional dancer. When she’s not working, Amanda enjoys spending time with her family and friends, traveling to see Christian, and supporting Mary’s dance career. You’ll often find her at a dance event or at the studio, living her best dance mom life.

Amanda’s passion for financial planning began after nearly 18 years in Early Childhood Education. Seeking a career change, she jumped at the opportunity to join the financial industry, eager to gain more knowledge and contribute to her clients’ financial security. She is motivated by her drive for continued learning and the support she receives from those around her.

Amanda is committed to providing clients with the best service experience possible. She’s passionate about making sure each individual has the guidance they need to feel secure and informed on their financial journey.

Advice:
“Plan early, stay focused, and be consistent—small steps make a big difference over time.”

Charlene N. Delaney, LUTCF®

Senior Registered Client Service Associate

Charlene is a Senior Registered Client Service Associate at McPherson Financial Group, bringing nearly thirty years of experience in the securities industry. She plays an integral role in shaping the client experience, combining deep operational expertise with a thoughtful, detail-oriented approach that reflects the firm’s highly personalized style of service.

With a strong commitment to helping others, Charlene works closely with clients to support their administrative and service needs while contributing to the firm’s seamless day-to-day operations. Her experience includes client onboarding, account servicing, compliance support, and coordination of client events. She is known for her responsiveness, reliability, and ability to anticipate needs, making her a valued resource for both clients and colleagues.

Charlene believes that exceptional service is built on genuine care, consistency, and meaningful relationships. She is proud to be part of a firm that takes a personal approach to financial guidance and values each client connection.

Licenses and Certifications:

  • FINRA Series 7 license
  • FINRA Series 66 license
  • Florida Life, Health, and Variable Annuity license
  • LUTCF® (Life Underwriter Training Council Fellow)


Outside of the office, Charlene enjoys traveling, reading, crafting, and spending time with her husband, John, an Executive Chef, along with their two cats. Together, they share a passion for food and enjoy creating and experiencing gourmet cuisine.

Charlene’s favorite quote is:

“Confidence is going after Moby Dick in a rowboat and taking the tartar sauce with you.”

-Zig Ziglar

Rachel Henley Headshot

Rachel Henley

Director of Client Communications

As Director of Client Communications, Rachel brings a genuine passion for people and a commitment to delivering exceptional service in every interaction. With over a decade of experience spanning hospitality, higher education, human resources, and client relations, she has built a career rooted in connection and care. Her background in event planning, communications, and organizational leadership reflects her people-first philosophy; seen in everything from coordinating large-scale events at Florida State University to leading HR programs and engagement initiatives in the fintech industry.

Born and raised in Melbourne, Florida, Rachel is thrilled to return home and serve the community she knows and loves. A proud graduate of Florida State University with a Bachelor of Science in Hospitality Management, she is passionate about building meaningful connections. Outside the office, she enjoys spending quality time with family, and supporting local theatre and community events, especially at Cocoa Village Playhouse.

Favorite quote: “Authenticity is the daily practice of letting go of who we think we’re supposed to be and embracing who we are.” – Brene Brown

Don Smith Headshot

Don Smith

Client Service Associate

With more than two decades of leadership experience in operations, customer service, and team development, Don brings a proven track record of excellence to his role as Client Service Associate at McPherson Financial Group.

During his 17-year tenure as Store Operating Partner at Schlenker Automotive, Don helped drive revenue growth by implementing strategic initiatives, elevating service quality, and fostering a culture built on trust and client satisfaction. His hands-on leadership and dedication to continuous improvement earned him a reputation for delivering exceptional experiences—an approach he now brings to helping new clients feel welcomed and confident from their very first interaction with McPherson Financial Group.

A graduate of Satellite High School, Don has lived in the area most of his life. Outside of work, he enjoys spending quality time with his wife, Leslie, and riding motorcycles—his favorite way to unwind, find inspiration, and enjoy the open road. He’s also a proud dad to two grown children, Cortney and Kendall, and two “fur kids,” Milo and Maui.

Don’s Favorite Quote:
“Life doesn’t come with a remote. If you want to change something, get up and do it.” 

Oakley McPherson Headshot

Oakley McPherson

Team Mascot

Breed: Sheepadoodle (mother – Poodle, father – Old English Sheepdog)

Born: 05.12.2020

Weight: 71 lbs.

How did she get her name: Art’s love of Oakley sunglasses.

Meet Oakley, the Office Herder and Dockside Patrol!

Oakley takes her job of keeping everyone in line very seriously—whether she’s in the office or out and about, she always knows where her people are. She’s a total love bug who’s happiest when she’s getting pets, attention, and, of course, treats.

When she’s not splashing around in the pool, you’ll find Oakley out on the dock, scanning the water for her dolphin buddies. Just don’t mention ducks—especially the ones that dare to land in her pool. She’s not having it!

Motto: Let’s go swimming!!

Dixxon McPherson Headshot

Dixxon McPherson

Team Mascot

Breed: Bernedoodle (mother – Bernese Mountain Dog, father – Poodle)

Born: 11.28.2021

Weight: 111 lbs.

How did he get his name: Art’s love of the Dixxon flannel shirt company

Meet Dixxon, the Gentle Giant of the Office!

Dixxon is our lovable attention-seeker who knows just how to charm everyone around him. He’ll gently nudge his way into your space, turn his back, and sit right on your feet—just to make sure he’s close enough for all the pets. And if you dare stop, he’ll let out a little bark as a reminder: “I’m still here!”While Dixxon is absolutely devoted to his momma, we’re pretty sure his true love might be… chasing his ball!

Motto: Ball is Life!

Jackie Rueff Headshot

Jackie Rueff

Client Service Associate

Jacquelyn Rueff, a Client Service Specialist at McPherson Financial Group, plays a pivotal role in ensuring a seamless onboarding experience for clients. With a background in Early Childhood Education from the University of South Florida, Jacquelyn brings her passion for learning and helping others into the financial planning world. Her journey has spanned diverse roles, from teaching VPK to managing an office for a nonprofit focused on homelessness in Vero Beach, Florida. After a stint in Las Vegas in bookkeeping, Jacquelyn was invited by Art and Julie to return to Florida and join McPherson Financial Group, where she now thrives in client onboarding, including Fidelity account enrollment and annuity applications.

In her free time, Jacquelyn enjoys spending time with family, her pets Behron and Ollie, and pursuing hobbies such as painting, hiking, and attending live music events. She’s also an avid performer and has participated in numerous musicals at the Vero Beach Theater Guild.

Inspired by her mother, Tracey Rueff, a certified tax professional and business owner, Jacquelyn values hard work and dedication to providing top-notch service to clients. She takes pride in creating a safe space for clients, where they feel comfortable addressing their concerns and confident in their financial planning journey.

Jacquelyn’s advice to clients: “Your relationship with money takes a lifetime of maintenance. Start early, stay consistent, and always keep the big picture in mind.” She is committed to helping clients feel informed and empowered throughout the financial planning process.

Tracey Rueff

Enrolled Agent

With more than 25 years of experience as a tax preparer and 10 years as an Enrolled Agent, Tracey Rueff brings deep expertise in tax strategy, accounting, and IRS representation to McPherson Financial Group. Known for her approachable style and attention to detail, she takes pride in helping individuals and families navigate complex tax matters with confidence, clarity, and care. Her personalized approach ensures every client receives thoughtful, accurate, and proactive guidance tailored to their unique financial goals.

Tracey operates her own practice, Tracey L Rueff EA Inc, and partners with McPherson Financial Group to serve a wide range of clients with tax preparation, planning, and compliance needs. Earlier in her career, she worked with numerous CPA firms and also as a Corporate Accountant.  Through these prior experiences, she strengthened her foundation in taxation, financial reporting and small business accounting. A proud graduate of St. Francis University with a Bachelor of Science in accounting, she is also an active member of the National Association of Enrolled Agents and the Florida Society of Enrolled Agents.

Born and raised in Pennsylvania, Tracey now calls Malabar, Florida, home. She enjoys life with her partner Shawn, three daughters Nicki, Jackie and Jordon, her bonus son Jesse, and her two Rottweilers, Kara and Kasja. Her favorite pastime is spending time with her family, whether relaxing at home, exploring outdoors and traveling, or riding motorcycles with her other half. While Tracey is an extremely successful business owner, her greatest success and joy are her amazing children.