The Team

Becatti & LaRocco Wealth Advisors
Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

Our Advisors

Lance Becatti

Lance Becatti

Private Wealth Advisor

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Designations

CFP®, CLTC®

Top Areas of Focus

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

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Kari LaRocco

Kari LaRocco

Private Wealth Advisor

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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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Matthew Borasch

Matthew Borasch

Associate Financial Advisor

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Designations

CLTC®

Top Areas of Focus

  • Family Finances
  • Investments
  • Insurance

Education

Bachelor of Science in Finance, Florida State University, 2005

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Kimberly Wilson

Kimberly Wilson

Associate Financial Advisor

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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

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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 16 Years as a Team Member
Dairesse Torres

Dairesse Torres

Operations Manager

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Qualifications

  • 17 Years of Operations and Practice Management Experience
Deb Vickers

Deb Vickers

Client Service Manager

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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
Kelly Kifer

Kelly Kifer

Financial Planning Assistant

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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
Adeline Hegedus

Adeline Hegedus

Administrative Assistant

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Qualifications

  • 20 Years of Client Services Experience

Roles & Responsibilities

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

Nena Garga

Business Development Director

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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