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COMPANY: Lifestyle Homes / Shelter Mortgage TITLE: CEO / Senior Vice President Nothing cements a union quite like weathering a storm together, and the financial crisis of 2008 was one of the most formidable in recent memory for the housing…
Thomas P. Flavin is a certified public accountant, a member of the board of directors of Fidelity Bank of Florida, and the managing partner of Flavin Nooney & Person, CPAs and Advisors. He earned his Bachelor of Arts degree in…
Title: Financial Advisor Company: Pinnacle Financial Wealth Management Education: The American College. Hold Series 6, 7 and 24 License and series 66 License Years in Area: 22 Years at Company: 12 Website: www.pinnaclefinancialwealthmgmt.com Pinnacle Financial Wealth Management is a firm…
Title: Owner and Founder Company: G.I. Tax LOCATION: Melbourne, FL Website: www.gitax.com G.I. Tax began its mission in 2011. Being a CPA, Glenn Sandler, owner and founder, was not convinced the current tax companies provided the service that American taxpayers…
EXECUTIVES: Laura Chiesman Tom Kirk Robert DeVries Jamie Ostrander LOCATION: Satellite Beach, FL Website: www.firstwavefinancial.com Regardless of what stage of life you are at, or what income bracket you might fall into, having confidence about your wealth and financial future…
Title: Senior Loan Officer Company: Shelter Mortgage Years AT COMPANY: 1 Years IN INDUSTRY: 7 Website: www.sheltermortgage.com As a Senior Loan Officer with Shelter Mortgage Company, Rolando Garcia is well-versed in a company culture that emphasizes integrity, honesty and collaboration….
Honors and Liabilities of Non-Profit Oversight W. Dale Crossley,JD, Financial Planner, RJFS and Evan M. Shear, CFP®, Certified Financial PlannerTM, lead the team at CrossleyShear Wealth Management. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. CrossleyShear Wealth Management is independent…
The Power of Automating Your Retirement (Auto5) is the title of Part Two of my recent book The Brighter Future 401(k), where I describe in detail the five features your 401(k) should have to help improve the retirement lives of your employees.
Optimizing Your Retirement Plan USING YOUR 401(K) AS A TOOL TO INCREASE EMPLOYEE ENGAGEMENT Do you know what factor has been shown to be key in growing profits up to three times faster than competitors? Engaged employees! So what exactly…
DESCRIPTION: Father, husband, brother, fitness advocate, bacon lover, and Cocoa Beach native are all descriptions you could use to describe Justin Connors. Born and raised in Cocoa Beach Florida, Connors attended Freedom 7 Elementary, Roosevelt Middle School, and Cocoa Beach…