Broker Check

Meet the Team

Mark is originally from Buffalo, NY and comes from a financial services family. He has been in the industry since 1988, has earned an MBA and holds the CFP designation. Mark acts as the office compliance principal.

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With 22 years experience in personal financial planning and corporate retirement planning, Mark is well-appointed to help clients pursue their financial goals. He believes that each client’s situation is unique and must be...

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Kris has been in the financial services industry since 1999 after moving to Florida from his home state of Nebraska. He currently carries the Chartered Retirement Planning Counselor(CRPC) and Accredited Investment Fiduciary(AIF)...

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Craig, a Florida native, began his career in asset management in 2006. Craig realized very quickly he is best suited for helping clients in the transition between career and financial independence. There are many challenges that...

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Ann hails from the Northeast and joined the firm in 2005. She has over 20 years experience in the Marketing /Advertising field working for AT&T and Conair after earning a BA in Economics from the University Of Connecticut (UCONN). She...

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Debbie Bectal

Registered Administrative Assistant

(941) 957-1310

Debbie has more than 20 years of experience in the securities industry. She is a Registered Administrative Assistant (Series 7 licensed) and Operations Specialist. Her main focus is client administrative functions, business operations...

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