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Meet the Team

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) 907-0101


Debbie has more than 20 years of experience in the securities industry. She is the Office Manager, (Series 7 and 24 licensed). Her main focus is office management and administration, business operations, compliance as well as client...

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Mark Lurz


Mark is originally from the Buffalo, NY area and is one of the original founders of LPF Financial Advisors. In 2019, after more than 30 years serving clients, Mark made the decision to retire from the industry. He has agreed to stay...

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