Senior Financial Advisor
Managing Director – Investments
PIM Portfolio Manager

Background and experience

For more than 20 years, Brian has had the privilege to serve as a financial advisor to families, individuals, and institutions.  His wealth management approach incorporates each client’s unique objectives into a personalized plan that is updated as life changes occur.  This plan-based approach helps ensure clients are on track to meet their clearly defined goals.  Brian’s broad understanding of his clients’ circumstances puts him in a natural position to anticipate needs, not just react.

Brian started his career with Morgan Stanley before moving his practice to Wells Fargo Advisors in 2007.  That same year, he earned the prestigious CERTIFIED FINANCIAL PLANNER^TM designation.  The CFP^® certification identifies those individuals who have met the rigorous experience and ethical requirements of the CFP Board and have successfully completed coursework on financial topics in the following areas: general principles of financial strategies, insurance planning and risk management, employee benefits planning, and retirement and estate planning strategies.  CFP^® certificants also agree to meet ongoing continuing education requirements.  Prior to joining the financial services industry, Brian earned his BSBA in Finance in 2000 from University of West Florida.

Away from the office

Brian has lived in St. Petersburg since 2007.  He has one daughter named Caroline who currently attends Lutheran Church of the Cross Day School.  In his spare time, Brian enjoys boating, working out, traveling and he is an avid snow skier.

Background and experience

With 35 years of experience in financial services, Michael is dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance. Michael’s extensive experience - throughout major shifts in the markets - enables him to help his clients structure balanced portfolios to address their specific financial goals. Michael’s mission is to provide objective and timely financial advice and guidance-with the highest level of professional service-in building and preserving wealth for his clients.

Michael began his financial services career as a Financial Advisor with Dean Witter in 1987 and has been with Wells Fargo Advisors since 2003. Michael holds a Bachelor’s degree in Business from Indiana University and has also earned the Certified Retirement Counselor^® designation certification by meeting rigorous professional standards and passing a comprehensive examination.

Away from the office

Committed to helping his community prosper, Michael is active with the autistic community through LiFT Academy (Learning Independence for Tomorrow) a special needs school that his wife, Kim, co-founded and where his daughter, Gina, who is on the spectrum, has attended. Michael and his family also enjoy trips to New York City to visit his son, Matt, a consultant in the restructuring field. Away from the office Michael’s hobbies include hiking, skiing, fishing, singing, and playing guitar

Background & Experience

For more than 20 years as a Financial Advisor, Eric helps manage assets for individuals, trusts, retirement plans, charitable organizations, and businesses. Through a long-term investment approach, Eric helps clients develop and implement strategies for building wealth and realizing their goals. Eric’s mission is to provide objective and timely financial advice and guidance - with the highest level of professional service - in building and preserving wealth for his clients. Eric began his career with Merrill Lynch before joining Wells Fargo Advisors in 2008. He holds a Bachelor's degree in Finance from Florida State University. With an emphasis on continuing education, he has also earned the CERTIFIED FINANCIAL PLANNER™ practitioner designation from the Certified Financial Planner Board of Standards, Inc. (CFP Board). For this designation, Eric had to complete approved educational programs, pass rigorous examinations, and meet stringent experience requirements.

Away from the office

Eric is active in the local community. He participates in many civic and community organizations, including American Cancer Society, Mabry Elementary and Tampa Bay Little League. Eric resides in Tampa with his wife, Nicole, his son, Rocco, and his daughter, Harper.

Background and experience

For more than 15 years, Jon has had the privilege to work with a select group of individuals, families, and businesses to develop long-term trusting relationships. Through a long-term approach, Jon helps clients develop and implement strategies to help build, manage, preserve, and eventually transition wealth. Our mission is to provide timely advice and guidance with the highest level of professionalism with our client’s goals top of mind.

Jon started his career in finance with BancorpSouth in Hattiesburg, MS before moving to St. Petersburg and Wells Fargo Advisors in 2009. In 2015, he earned the prestigious CERTIFIED FINANCIAL PLANNER^TM designation.  The CFP^® certification identifies those individuals who have met the rigorous experience and ethical requirements of the CFP Board and have successfully completed coursework on financial topics in the following areas: general principles of financial strategies, insurance planning and risk management, employee benefits planning, and retirement and estate planning strategies.  CFP^® certificants also agree to meet ongoing continuing education requirements.  Prior to joining the financial services industry, Jon earned his BS in Economics in 2002 from the University of North Carolina-Chapel Hill.

Away from the office

Jon has lived in St. Petersburg since 2009.  He has one son named Tate who currently attends St. Paul’s Catholic School in St. Petersburg, FL where Jon and his wife, Lauren, are parishioners.  In his spare time, Jon enjoys traveling, coaching his son’s basketball team, spending time with family, and playing softball.

Background and experience

As a Client Associate, LuAnne strives to ensure that our clients administrative, operational needs are handled accurately and quickly. She handles the day-to-day administration of accounts, including updating existing account information, and answering questions regarding statements. LuAnne provides every client with the highest level of service.

Background and experience

With more than 10 years of financial services experience, Aleks strives to ensure that our clients administrative, trading, and operational needs are handled accurately administration of accounts, including opening new accounts, updating existing account information, managing account transfers, and answering questions regarding statements.

Background and experience

As a Marketing Client Associate, Rachel strives to provide you with exceptional service. She handles various administrative functions such as marketing related activities, scheduling appointments, and sending correspondence to clients. Rachel looks forward to providing services and growing relationships with you and your family.