For more than 26 years, Mike has navigated a variety of market environments to help clients create personalized investment plans. He engages with clients to help them grow and preserve their assets in a tax-efficient manner and plan for life cycle events such as their children’s education and retirement. In addition, he understands the value in collaborating with clients’ tax and estate planning advisors to provide a smooth and comprehensive planning experience. He strongly believes in putting clients’ interests above everything and enjoys building strong and lasting relationships.

His educational background includes a Bachelor of Science in Mechanical Engineering from the University of South Florida. Upon graduation, he worked as an engineer for three years until he changed careers to engage in his true passion of wealth planning and investment management at Prudential Securities, a predecessor firm of Wells Fargo Advisors. Since then, he has attained his Private Investment Management (PIM®) Portfolio Manager certification, allowing for the discretionary management of client portfolios, and has been recognized as a Platinum Council Advisor by Wells Fargo Advisors for years 2012 – 2024.*

Mike is a fourth-generation Tampa native and has lived in the Brandon area his entire life. He has been married to his wife, Summer, for over 27 years and is devoted to his family and raising his three children. He has a daughter, Rachel, and identical twin sons Bobby and Tommy who are all currently attending college.  In his spare time, he enjoys the outdoors and spends time hunting, fishing, shooting sporting clays, and snow skiing. He also supports several local charities, including the Boys and Girls Club of Tampa Bay and Pepin Academies.

Nick holds a Bachelor of Science degree in Finance from Florida State University. Nick entered the financial industry after following his interests toward a career that helps others create a better life. For five years, Nick has worked diligently to ensure all aspects of his clients’ financial lives are working together to accomplish their goals. He specializes in designing and maintaining individualized financial plans through our planning software, eMoney. He is passionate about financial planning, believing that a well-built plan can serve as a guide to weigh alternatives when making important financial decisions.

A fourth-generation Tampa Bay native, Nick comes from a large Italian and Greek family. Outside of the office, he remains active with the Human Society of Tampa, and enjoys playing guitar, cooking, and being on the Tampa Bay waters.

An industry veteran for nearly four decades, Christine believes that an excellent client experience is imperative. As a registered professional, Christine is our first line of communication, answering detailed questions and understanding the specific needs of our clients. With her depth of industry knowledge, she has the ability to effectively discuss this information with Mike, allowing him to better prepare solutions for each client’s specific needs. 

In 1985, Christine moved to St. Petersburg, FL, and soon began working at A.G. Edwards & Sons, a predecessor of Wells Fargo Advisors.  She is proud to have learned the business from the ground up. Her early love for the industry motivated her to obtain the Series 7, 63, 65 registrations and insurance license.  She is a very effective and integral part of the team.

Today, Christine lives in South Tampa with her husband, Mike, and their daughter, Erica, who is currently attending Florida State University. Now that she’s an empty nester, Christine and Mike enjoy working out, going to Tampa Bay Rays games, and going on walks with their Boston Terrier, Millie.

After a 20-year management career in the retail industry at a Fortune 500 company, Tonja decided to make a career change and was offered a position with a large wealth management team at Wells Fargo Advisors. For over seven years, she has diligently learned about the industry, culminating in obtaining her Series 7 and 66 registrations.

As a registered professional, Tonja can handle a wide range of client requests and administrative tasks. She finds it rewarding to know the advice and guidance she and the team provide make a difference in her clients’ financial futures.

A native Floridian, Tonja was born and raised in Zephyrhills. Currently, she lives in Riverview with her husband, Mace, and their two daughters, Macey and Isabella. Macey, who is attending the University of South Florida, also has a goal of entering financial services. Bella is in high school and is passionate about cheerleading. Tonja and her family enjoy traveling, boating, taking care of the family’s two Labrador Retrievers, Daisy and Roscoe, and volunteering with RVR Horse Rescue.

With over 30 years of experience in the financial industry, Keith specializes in managing trades for client accounts, ensuring alignment with their respective allocation and strategy models. He holds a Bachelor of Science degree in Business Administration from the Rochester Institute of Technology.

Residing in St. Petersburg with his wife and daughter, who is currently a nursing student at Galen College, Keith is also proud of his son, a Doctor of Veterinary Medicine graduate from the University of Florida. In his spare time, he enjoys sailing and boat racing on Davis Island and at various regattas throughout the year.

At a young age, Attila had a strong work ethic instilled in him and has held a deep aspiration for financial stability. His parents immigrated to the United States from Hungary, where he witnessed the challenges and sacrifices his family made to build a better life. This inspired him to pursue studying economics and to establish himself in the industry to help others achieve economic freedom.

Attila obtained his Bachelor of Arts degree in Economics from the University of South Florida. He lives in Tampa, where he enjoys spending time with his friends and family. When he can, Attila likes to attend a variety of outdoor concerts and is fond of boating and traveling in his free time.