Our Team

Plant City Office

• Michelle Engle, CRPC®
  
  

  Financial Advisor

• Jennifer Girling, CFP®

  CERTIFIED FINANCIAL PLANNER(TM)

Sarasota

• Angela Maraj
  
  
  

  Registered Representative

St. Pete Office

• Steven Fisher, CFP®
  
  

  President

• Stephen "Patrick" Fallon, CFP®, CRC®

  Vice-President

• Lee Barnard, CRC®, CWS®
  
  

  Vice-President

• George Goodroe, CFP®
  
  

  Registered Representative

• Charles S. Campana
  
  

  Registered Representative

• Deidre Fernald, CFP®

  Director of Financial Planning

St. Pete Office

• Julie Reynolds

  Registered Representative

St. Pete Office

• David J. Constantino
  
  

  Registered Representative

• Natalie Keirn
  
  
  

  Accountant
  
  

• Pam Goebel
  
  
  

  Administrative Assistant to Lee

• Carol Holton
  
  
  

  Administrative Assistant to Patrick & Steven

• Heather Sweet Alonzo

  Administrative Assistant

The Phoenix Office

• Kimberly Myers

  CRC®