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Meet the Team

With 29 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

Office Manager- Registered Executive Administrator

(941) 907-0101

941-556-0016

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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Carolyn Kent

Client Relations Specialist

(941) 907-0101

(941) 556-0016

Carolyn is our energetic administrative assistant and often the first point of contact. She brings over 15 years of experience as a customer service professional. Her passion and focus is meeting client's needs while exceeding their...

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Danielle Deehl

Client Relations Specialist

(941) 907-0101

(941) 556-0016

Danielle graduated from Florida Gulf Coast University in 2015 and joined LPF Advisors in 2018. She holds the Series 7 license and is currently working towards her Florida 215 insurance license exams. Danielle is part of the client...

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Jackie Phillips

Client Relations Specialist

(941) 907-0101

(941) 556-0016

An Indiana native and Purdue University alumni, Jackie and her husband have called Sarasota home since 2015. She joined the LPF team in 2016. With over 25 years of client services experience, she is well versed in taking care of...

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Tina Esposito

Client Relations Specialist

(941) 907-0101

(941) 556-0016

Tina and her family moved to Florida in 2016 and she joined LPF in 2018. Although born and raised in Pennsylvania, she lived in Maryland for 10 years serving as the Administrative Assistant and Coordinator of Christian Education at her...

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