The Team

Florida Wealth Planning Group
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

Abby Santiago

Abby Santiago

Financial Advisor

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Designations

CFP®, CLU®

Top Areas of Focus

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

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Matthew Deckman

Matthew Deckman

Financial Advisor

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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

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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

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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

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Designations

APMA®

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

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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

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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

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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

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Designations

CFP®

Top Areas of Focus

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

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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

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Top Areas of Focus

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

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Tara J Showalter

Tara J Showalter

Financial Advisor

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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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

Client Service Specialist
Marilyn Lheureux

Marilyn Lheureux

Operations Specialist

Client Service Coordinator
Nicholas Lomba

Nicholas Lomba

Operations Specialist

Client Service Coordinator
Rob Moritz

Rob Moritz

Operations Specialist

Bobby Pastor

Bobby Pastor

Operations Specialist

Office Manager
Linda Sperando

Linda Sperando

Client Service Manager

Leann Sabatini

Leann Sabatini

Operations Specialist

Client Service Specialist
Victoria Alejandra Conner

Victoria Alejandra Conner

Operations Specialist

Client Service Specialist