Keller Williams and Shelter Mortgage
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Keller Williams and Shelter Mortgage | Executive Profile


Executives:  Stefanie Lattner, Broker Associate, Lattner Global Group at Keller Williams TEAM:  Michelle Treat, Director of Client Care Shannon Humphrey, Director of Client Care FOUNDED:  2013 LOCATION:  Melbourne, FL WEBSITE: Keller Williams Broker Associate Stefanie Lattner and her team,…

Holiday Builders
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Richard Brown | Holiday Builders


COMPANY:  Holiday Builders TITLE:  Regional President of Florida Divisions When he describes the partnership between Holiday Builders and Shelter Mortgage, which dates back to 1997, Richard Brown’s words indicate a history full of both victories and challenges. All have been…

Scott Bures
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Scott Bures | Universal Engineering Sciences, Inc.


Company:  Universal Engineering Sciences, Inc. Title:  Business Development Representative Education:  Auburn University, BEE, Electrical Engineering Florida Institute of Technology, Macroeconomics Years in Area: 38 Years in Industry: 38 Website: Scott Bures describes his approach to his current role as…

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Raul Quintero | FIT Athlete Profile


Sport: Baseball Hometown: Weston, FL Major: Accounting Raul Quintero, a junior infielder playing baseball at Florida Institute of Technology, attended Cypress Bay High School in Weston, Fla., where, as a sophomore, he helped his school team win its first district…

Crossley Shear
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CrossleyShear Wealth Management

Financial Professionals, Profiles

EXECUTIVES:  W. Dale Crossley, Financial Advisor Evan Shear, CFP® Founded:  1998 LOCATION:  Merritt Island, FL Website: Since 1998, CrossleyShear Wealth Management has served as a premier financial planning team dedicated to helping provide clients and families with innovative financial…

Ken New
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Ken New | Pinnacle Financial

Financial Professionals, Profiles

Title:  Owner/Founder Company:  Pinnacle Financial Wealth Management Education:  The American College of Financial Services Holds FINRA Series 6, 7 & 24 License & series 66 License Years in Area:  23 Years at Company:  13 Website: For Pinnacle Financial Wealth…

Ray Wasser
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Raymond Wasser | Financial Profile

Financial Professionals, Profiles

Title:  Principal Company:  Raymond E. Wasser, CPA, PA Education:  Bachelor of the Arts in Accounting, University of South Florida Years in Area:  33 Years at Company:  27 Website: Great heights are the goal for certified public accountant Raymond Wasser…

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Thomas P. Flavin | Flavin Nooney & Person

Financial Professionals, Profiles
Flavin, Nooney & Person, CPAs and Advisors Partners:  Thomas P. Flavin, Managing Partner & Founder Barbara Nooney, Partner Chuck Ellefson, Partner Founded:  1989 LOCATION:  2200 South Babcock Street, Melbourne FL 32901 Website: For nearly 30 years, the team of...
Connors Wealth Management
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Connors Wealth Management

Financial Professionals, Profiles

EXECUTIVES:  Justin Connors, MBA, Founder and CEO, Wealth Advisor Olivia Covey, Client Service Manager Founded:  2002 LOCATION:  Cocoa Beach, FL Website: For Connors Wealth Management founder and CEO Justin Connors, client and community service are both paramount to professional…

Marine Bank
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Marine Bank & Trust

Financial Professionals, Profiles

EXECUTIVES:  William J. Penney, Chief Executive Officer, Chairman of the Board Malak Hammad, Vice President Founded:  1997 LOCATION:  Melbourne, FL Website: At Marine Bank & Trust, a commitment to community and a focus on service have produced lasting partnerships…