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Wendy Romeu, Founder/President, Alluvionic Wendy Romeu, founder and CEO of Alluvionic, did not follow an easy path to success. Born into a family where challenges, not support, reigned, she learned from an early age not only to be a survivor,…
Sport: Volleyball Hometown: Lakeland, Florida Major: Forensic Accounting A senior outside hitter on the volleyball team at Florida Tech, Kelly Germain actually graduated with her bachelor’s degree in Accounting last year. She took advantage of the FastTrack program and will be…
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: www.LattnerGlobalGroup.com Keller Williams Broker Associate Stefanie Lattner and her team,…
Team: Indian River Wealth Management Group Financial advisors: Susan Morse, Sr. Vice President – Wealth Management Dan Levy, Director Team experience: Combined 80+ years Location: Melbourne, FL Website: www.ubs.com/team/indianriverwmg The Indian River Wealth Management Group focuses on helping Space Coast…
Title: 401k FL President // RJFS Branch Manager Company: 401k FL // Raymond James Education: Certified Portfolio Manager, Investments and Securities from Columbia University in the City of New York International Diploma, Financial Planning & Services from FINSIA Diploma in…
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…
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: www.universalengineering.com Scott Bures describes his approach to his current role as…
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…
EXECUTIVES: W. Dale Crossley, Financial Advisor Evan Shear, CFP® Founded: 1998 LOCATION: Merritt Island, FL Website: www.crossleyshear.com Since 1998, CrossleyShear Wealth Management has served as a premier financial planning team dedicated to helping provide clients and families with innovative financial…
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: www.pinnaclefinancialwealthmgmt.com For Pinnacle Financial Wealth…
