The Team

Florida Wealth Planning Group

Our Advisors

Kris Kasturi

Kris Kasturi

Private Wealth Advisor

More about me...

Designations

CRPC®

Top Areas of Focus

  • Retirement Income Strategies
  • Insurance
  • Estate Planning Strategies
CA Insurance #0G25214 AR License #4718358

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Matthew Deckman

Matthew Deckman

Financial Advisor

More about me...

Designations

CRPC®, CMFC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution

Education

B.S. Finance, Pennsylvania State University, 1991

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Jess Cook

Jess Cook

Financial Advisor

More about me...

Designations

BFA

Top Areas of Focus

  • Retirement Income Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies

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Paul Streeter

Paul Streeter

Financial Advisor

More about me...

Designations

APMA®, AAMS®

Top Areas of Focus

  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Insurance

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John Joseph Lomba

John Joseph Lomba

Financial Advisor

More about me...

Designations

ChFC®, APMA®, CRPS®, CLTC®, CMFC®

Top Areas of Focus

  • Investment Management
  • Insurance
  • Executive Compensation and Benefit Strategies
CA Insurance #0L46341

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Graham Edwards

Graham Edwards

Financial Advisor

More about me...

Top Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Retirement Plan Distribution

Education

Oakland University, B.A. / Concentration Economics

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Larry J Woodruff Jr

Larry J Woodruff Jr

Financial Advisor

More about me...

Top Areas of Focus

  • Retirement Income Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies

Education

St. John Fisher College, Rochester, NY - Bachelor of Science 1996, Belmont Central H.S. - Belmont, NY - 1992

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Michael Henson

Michael Henson

Financial Advisor

More about me...

Top Areas of Focus

  • Retirement Income Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies

Education

Georgia Southern College, B.S., Psychology

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Michael Testoni

Michael Testoni

Financial Advisor

More about me...

Designations

CFP®

Top Areas of Focus

  • Retirement Income Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies

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Staci W Leonard

Staci W Leonard

Financial Advisor

More about me...

Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Insurance

Education

Bachelor of Science (B.S.), Stetson University, 1997

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Tara J Showalter

Tara J Showalter

Financial Advisor

Tracey Lovitz

Tracey Lovitz

Financial Advisor

More about me...

Designations

CFP®

Top Areas of Focus

  • Investments
  • Retirement Planning Strategies
  • Tax Planning Strategies
CA Insurance #0C49263

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Thomas Antony

Thomas Antony

Financial Advisor

More about me...

Top Areas of Focus

  • Domestic Partner Planning
  • Estate Planning Strategies
  • Retirement Planning Strategies

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Our Staff

Brandy Boone

Brandy Boone

Paraplanner

Veronica Conner

Veronica Conner

Financial Planning Specialist

Operations Specialist
Jean Gagnon

Jean Gagnon

Executive Assistant

DeAnne Gildred-Moritz

DeAnne Gildred-Moritz

Operations Manager

Marilyn Lheureux

Marilyn Lheureux

Operations Specialist

Client Service Coordinator
Nicholas Lomba

Nicholas Lomba

Operations Specialist

Client Service Coordinator
Robert Moritz

Robert Moritz

Operations Specialist

Bobby Pastor

Bobby Pastor

Operations Specialist

Office Manager
Linda Sperando

Linda Sperando

Client Service Manager

Leann Sabatini

Leann Sabatini

Client Service Coordinator

Operations Specialist
Victoria A. Conner

Victoria A. Conner

Client Service Coordinator

Operations Specialist