The Team
Becatti & LaRocco Wealth Advisors
If you want to be able to count on your assets — today and tomorrow, it’s important to prepare for the unexpected. In our practice, we use our exclusive Confident Retirement® approach to recommend balanced and customized asset and risk management strategies. Whether health, life, disability or long-term care insurance, we suggest solutions and coverage levels to best suit each client. Whatever life sends your way, you’ll feel better knowing you are protecting yourself and your loved ones.

Our Advisors

Kari LaRocco

Kari LaRocco

Private Wealth Advisor

More about me...

Contact

kari.r.larocco@ampf.com

813.258.0777

Designations

CFP®, CRPC®, APMA®

Top Areas of Focus

  • Executive Compensation and Benefit Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Women's Financial Strategies

Education

BA Bachelor of Arts, Business Administration/Economics, Belmont Abbey College, Belmont, North Carolina
CA Insurance #0H32710 AR License #7090874

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Lance Becatti

Lance Becatti

Private Wealth Advisor

More about me...

Contact

lance.n.becatti@ampf.com

813.258.0777

Designations

CFP®, CLTC®

Top Areas of Focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
CA Insurance #0E74963

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Matthew Borasch

Matthew Borasch

Associate Financial Advisor

More about me...

Contact

matthew.l.borasch@ampf.com

813.258.0777

Top Areas of Focus

  • Family Finances
  • Investments
  • Insurance

Education

Bachelor of Science in Finance, Florida State University, 2005

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Sita Monti

Sita Monti

Associate Financial Advisor

More about me...

Contact

sita.monti@ampf.com

813.258.0777

Designations

APMA®, MBA

Top Areas of Focus

  • Family Finances
  • Wealth Preservation Strategies
  • Investment Management

Education

Bachelor of Science- University of Tampa, MBA- University of Tampa

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Kimberly Wilson

Kimberly Wilson

Associate Financial Advisor

More about me...

Contact

kimberly.l.downes@ampf.com

813.258.0777

Top Areas of Focus

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

Education

BBA Bachelor of Business Administration, Stetson University, DeLand, FL

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Our Staff

Andi Bair

Andi Bair

Practice Manager
Kelly Kifer

Kelly Kifer

Financial Planning Assistant
Deb Vickers

Deb Vickers

Client Service Manager
Adeline Hegedus

Adeline Hegedus

Administrative Assistant
Nena Garga

Nena Garga

Business Development Director