Category

Financial Professionals

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FirstWave Financial

Financial, Financial Professionals, Profiles

Thomas L. Kirk CPA / PFS, WealthCoachTM, President and Founder Ryan Lees, Financial Planner Laura Chiesman CFP® WealthCoachTM Robert DeVries MBA, AWMA® WealthCoachTM A coach is different than an instructor or teacher. While they may also do some of both of these things,…

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Glenn S. Sandler

Financial Professionals, Profiles

CPA, MAC, CVA, CFE, CFF, President, G.I. Tax Service Glenn Sandler has been a Certified Public Accountant (CPA) since 1982, graduating from Florida International University. Since, he has obtained certifications as a Certified Valuation Analyst, a Certified Fraud Examiner, and a Certified…

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Heron Financial Partners, Inc.

Financial, Financial Professionals, Profiles

Gerald Fasanella, President, Registered Principal, OSJ Branch Manager, Registered Representative, Investment Adviser Representative Maureen Fasanella, Vice President Brian Spatola, A.A.M.S., Registered Representative, Investment Adviser Representative Phillip Isan, Registered Representative, Investment Adviser Representative Heron Financial Partners believes the “old template” for investing must be updated and take into…

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Zollo Financial Group

Financial, Financial Professionals, Profiles

An office of MetLife Enrico “Rick” Zollo LUTCF, Financial Services Representative, Investment Advisor Representative, Special Needs Planner John Newman, Financial Services Representative, Special Needs Planner Tony DeBellis, Financial Planning Director Sean Winner, Advanced Markets Specialist Zollo Financial Group, an office of MetLife, offers a broad…

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CrossleyShear Wealth Management

Financial Professionals, Profiles

Raymond James Financial Services Dale Crossley, JD, Financial Planner Evan Shear CFP® Certified Financial Planner™ Since 1998, CrossleyShear Wealth Management continues to take care of all the small elements that collectively make up a life, retirement plan and portfolio. The result is an…

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Binhan Li

Financial Professionals, Profiles

Research Assistant, Connors Wealth Management As Research Assistant with Connors Wealth Management, Binhan Li assists the advisors with the company’s multiple investment strategies that offer both strategic and tactical management disciplines to manage a client’s individual investment needs. Li is…

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Rhett Wilson

Financial Professionals, Profiles

Wealth Plan Design Specialist, Connors Wealth Management Rhett Wilson of Connors Wealth Management is the firm’s Wealth Plan Design Specialist, helping the advisors create customized financial plans for every client’s household, including Social Security, Medicaid and Medicare analysis and recommendations….

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Neal Johnson

Financial Professionals, Profiles

Senior Mortgage Loan Officer, EverBank Home Lending For the past 48 years, Neal E. Johnson has lived in Brevard County and watched it grow, and he’s made significant professional and personal contributions to that growth. As a senior mortgage loan…

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