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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 25 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

Chief Compliance Officer

(941) 907-0101

941-556-0016

In her role as Chief Compliance Officer, Debbie responsibility is to oversee our compliance program for LPF Advisors, LLC., and promotes the firm’s culture that encourages ethical conduct and commitment to compliance... 

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With over 35 years of Management experience, Lisa comes from Massachusetts and joined LPF Financial in May 2022 as the Office Manager...

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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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Caroline Nordhausen

Administrative Assistant

(941)907-0101

(941) 556-0016

Joined the team in 2022, Caroline is excited to continue building upon her career in the financial advisory industry. “LPF has offered me a space to learn and grow from experienced individuals in this field, for which I am grateful.”...

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