Becatti Wealth Advisors

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Advisors

Lance Becatti

Lance Becatti

CFP®, CLTC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Lance Becatti's website
Matthew Borasch

Matthew Borasch

CLTC®

Associate Financial Advisor

Visit Matthew Borasch's website

Team

Andi Bair

Andi Bair

Practice Manager

Qualifications

  • Florida Life, Health and Variable Annuities License
  • Associate of Arts, St Petersburg College
  • Notary Public
  • Six Sigma Black Belt

Roles & Responsibilities

  • Chief Operations Officer
  • Client Experience Specialist
  • Business/Insurance Processing
  • New Business Opportunities
  • Celebrating 17 Years as a Team Member
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Deb Vickers

Deb Vickers

Client Service Manager

Qualifications

  • Bachelor of Arts in Business, Eckerd College
  • Notary Public

Roles & Responsibilities

  • Initial Client Contact
  • Client Experience Specialist
  • Practice Calendar Administrator
  • Meeting Preparation & Follow Up
  • Client Website Support
  • Celebrating 10 Years as a Team Member
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Kelly Kifer

Kelly Kifer

Financial Planning Assistant

Qualifications

  • Associate of Arts in Business, Pittsburgh Technical Institute

Roles & Responsibilities

  • Client Experience Specialist
  • Case Preparation
  • Reports & Database Management
  • Celebrating 7 Years as a Team Member
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Adeline Hegedus

Adeline Hegedus

Administrative Assistant

Qualifications

  • 20 Years of Client Services Experience

Roles & Responsibilities

  • Client Experience Specialist
  • Meeting Preparation & Follow Up
  • Practice Calendar Administrator
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Nena Garga

Nena Garga

Business Development Director

Qualifications

  • Bachelors of Arts in Broadcast Journalism & Political Science, Syracuse University

Roles & Responsibilities

  • Events Planner & Coordinator
  • Marketing Director
  • Website & Social Media Management
  • Ameriprise Q1 Top Volunteer 2018
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