Keeping You in Mind

James Neshewat, J.D.

Financial Advisor & Fiduciary

Phone: (386) 385-5915
Fax: (386) 385-5916
Email: Jim@stjohnsasset.com

James "Jim" Neshewat has called North Florida home for 30 years. Jim is a graduate of The University of Central Florida with Bachelor's degrees in Economics and English Literature and obtained his law degree from Florida Coastal School of Law.

Jim helps identify tax-efficient estate and investment plans for his clients while implementing them in a seamless and effective manner to help achieve their goals. Jim brings strength to his clients' financial plans through his knowledge of various financial and legal avenues often overlooked by individuals and their advisors. By complementing existing plans and supplementing previous decisions, Jim helps his clients work toward financial success through his planning process that is client-focused through education, protection, and trust. 

Jim emphasizes that a quality financial plan requires a comprehensive approach that looks beyond investment and insurance positions. Jim is passionate about helping individuals make the right decisions in all areas that impact their financial future by embracing a holistic approach to protecting their clients' assets from unknown events, including market volatility, liability through lawsuits, taxes, and conditions that can compromise what their clients have worked for. 

Jim is active in his professional communities of law and financial advising and commits his time to educating fellow advisors and attorneys. Jim loves to spend time with his wife, Dallas, and three sons, Paul, Silas, and Jude. His hobbies include basketball, college football, and local charitable volunteering.

Insley A. Edgar

COO & Fiduciary

Phone: (386) 385-5915
Fax: (386) 385-5916
Email: Insley@stjohnsasset.com

Insley has been the Practice Manager of St. Johns Asset Management since 2016. A native of Putnam County, Insley brings a Bachelor's Degree in Organizational Management and years of office management and client service experience to the firm. She was promoted to Chief Operating Officer to further manage and growth and effective implementation of financial plans created for clients.

Insley has been invited to join national boards, study groups and organizations that help educate other financial firms on their efficiency and adherence to their fiduciary duty through proper practice management. These skills are a cornerstone to St. Johns Asset Management and she’s fulfilled in helping raise the bar of the standard of care Advisors give to their clients.

Insley helps our advisors coordinate cash-flow designs and distribution strategies for St. Johns Asset Management clients and assists our advisors to keep client financial plans on track. She enjoys building relationships with clients and loves ending each day knowing that she has assisted them toward reaching their goals. 

Insley is married to James Edgar, an attorney practicing in St. Augustine. They have one son, Kylar, and one daughter, Iris. Insley loves to bake – especially when her kids join in!

Karen Lalonde

Operations & Account Specialist

Phone: (386) 385-5915
Fax: (386) 385-5916
Email: Karen@stjohnsasset.com

Karen has over 25 years of experience in the financial services industry in advisory, management, support, and technology roles. As the operations and account specialist at St. Johns Asset Management, Karen ensures the efficiency effectuation our client’s financial plan implementation.

Her past experience includes Director of Training and Development, Registered Assistant, Technology Coach and Financial Specialist with two large wealth management firms.

She serves on the Board of Directors for Beaches Business Association, a community-based organization in Jacksonville's beach communities. Karen lives in Jacksonville with her menagerie of kitties, and has two children and two grandchildren. In her free time, she enjoys gardening, cooking, and spending time with family and friends.

Sean M. Matheny, J.D.

Medical Practice Analyst

Phone: (386) 385-5915
Fax: (386) 385-5916
Email: Sean@stjohnsasset.com

Sean is at home anywhere in North East Florida. He is a graduate of the University of Florida in Gainesville with a bachelor’s degree in Biology and holds his Juris Doctor from the Florida Coastal School of Law in Jacksonville. After graduating, Sean spent several years in Putnam County assisting in the administration of a Family Practice Rural Health Clinic. Sean’s emphasis is helping medical and dental practices understand and achieve the equilibrium of client-care and profitability in any Doctor’s practice. 

Now with the firm, Sean focuses on outreach to the medical communities. He helps individuals and medical offices reach their financial goals by working with them to get organized and finding areas that can be improved. Sean’s broad background across disciplines provides a logical and systematic approach for each client’s unique needs.. 

In his personal time, Sean loves to tackle home improvement projects with his four daughters and his fiancé.

Jamil Neshewat

Client Services specialist

Phone: (904) 644-7803
Fax: (386) 385-5916
Email: Jamil@stjohnsasset.com

Jamil graduated with a degree in Finance from Wayne State’s Mike Illitch School of Business. He has enjoyed a successful career in real estate and is a licensed realtor in both Florida and Michigan. Jamil has worked in the area of finance for an internal medicine practice since 2018 and brought value through an ever-changing medical economy. 

Jamil dedicates his energy to helping medical and dental students, Residents and Fellows begin their financial education through his experience of working with hundreds of graduates; many of whom face similar obstacles while beginning their careers and practices. Jamil makes himself available to the demanding schedules of Residents.