The Team

Florida Wealth Planning Group

Putting clients first; it’s what we do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

· “Unbiased, puts my interest first”

· “Explains things in understandable terms”

· “Understands me and shares my values”

We’re proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.


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

VISIT MY WEBSITE

Abby Santiago

Abby Santiago

Financial Advisor

More about me...

Designations

CFP®, CLU®

Top Areas of Focus

  • Retirement Income Strategies
  • Insurance
  • Estate Planning Strategies
CA Insurance #0825017

VISIT MY WEBSITE

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

VISIT MY WEBSITE

Jess Cook

Jess Cook

Financial Advisor

More about me...

Designations

BFA

Top Areas of Focus

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

VISIT MY WEBSITE

Paul Streeter

Paul Streeter

Financial Advisor

More about me...

Designations

APMA®, AAMS®

Top Areas of Focus

  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Insurance

VISIT MY WEBSITE

John Joseph Lomba

John Joseph Lomba

Financial Advisor

More about me...

Designations

APMA®

Top Areas of Focus

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

VISIT MY WEBSITE

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

VISIT MY WEBSITE

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

VISIT MY WEBSITE

Michael Testoni

Michael Testoni

Financial Advisor

More about me...

Designations

CFP®

Top Areas of Focus

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

VISIT MY WEBSITE

Our Staff

Brandy Boone

Brandy Boone

Paraplanner

Veronica Conner

Veronica Conner

Financial Planning Specialist

Jean Gagnon

Jean Gagnon

Executive Assistant

DeAnne Gildred-Moritz

DeAnne Gildred-Moritz

Operations Manager

Client Service Specialist
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