Our Team
Phoenix Office
Plant City Office
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Michelle Engle, CRPC®
Financial Advisor
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Jennifer Girling, CFP®
CERTIFIED FINANCIAL PLANNER(TM)
Sarasota
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Angela Maraj
Registered Representative
St. Pete Office
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Stephen "Patrick" Fallon, CFP®, CRC®
Vice-President
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Lee Barnard, CRC®, CWS®
Vice-President
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George Goodroe, CFP®
Registered Representative
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Charles S. Campana
Registered Representative
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Deidre Fernald, CFP®
Director of Financial Planning
St. Pete Office
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Julie Reynolds
Registered Representative
St. Pete Office
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David J. Constantino
Registered Representative
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Darby Lerner
Administrative Assistant
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Pam Goebel
Administrative Assistant to Lee
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Carol Holton
Administrative Assistant to Patrick & Steven
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Heather Sweet Alonzo
Administrative Assistant
