Leadership

In 2014, Steve Zborowski joined Evershore Financial Group, bringing over thirty years of experience and knowledge to his role as Boca Raton’s Managing Director. His diverse background and training enable him to help clients pursue their long-term financial goals through comprehensive, individualized financial strategies. Additionally, he is passionate about helping people build their practice and the acquisition of new talent into the industry.

Steve is a graduate of Ivy Tech State College and holds several registrations, including Series 6, 7, 63, Series 65, 24, 51, 26, and Florida 2-15 (Life, Health, and Variable Annuities). He holds a membership with GAMA International, an association of field leaders in the insurance, investment, and financial services industry.

When starting out as a financial advisor, Steve was recognized for his accomplishments through MDRT within his first year.  Later in his career as a manager, Steve grew the agency from 16 to 99 advisors. Steve believes that financial success doesn’t happen by chance and is instead done by choice. He is committed to the success of his clients and will listen, clarify, and help prioritize goals and aspirations before developing a financial strategy designed to help you achieve his clients’ vision.

Steve likes to play golf, travel, tinker in the yard, and go salt-water fishing. Originally from Indiana, he and his wife, Char, have been married for 33 years, have three adult children and a granddaughter.

Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation. Steve Zborowski is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Evershore Financial Group offers securities and investment advisory services through Securian Financial Services, Inc., member FINRA/SIPC. Evershore Financial Group is independently owned and operated. 3300 PGA Blvd, Suite 990, Palm Beach Gardens, FL  33410. www.evershore.com.

I am a financial advisor with Evershore Financial Group, an independent comprehensive financial services firm with offices in Orlando, Palm Beach Gardens, Boca Raton and The Villages. I have served as a financial professional for over 10 years beginning my career as a bank teller while still studying Applied Economics at Florida State University. After completing my Bachelor of Science in 2011, I was accepted into a specialty banking program with PNC Bank where I moved to Columbus, Ohio to complete a yearlong rotational program learning the many areas of financial services as well as obtaining the licenses required to be a Financial Advisor. I currently hold the FINRA Series 7 General Securities License, the FINRA Series 66 State Securities Law License, and the Florida Life, Health & Variable Insurance License.

 
As my career has progressed, I have been in roles as a private banker as well as the benefits advisor to the University of Central Florida’s faculty & staff participating in the Florida Retirement System. I pride myself on being a comprehensive advisor that continues to educate myself on the needs of my clients. Over the last five years I have worked to master the financial planning software eMoney, providing my clients with not only a tool to create and monitor their financial plans, but a way to provide custom recommendations based on their unique needs. 

To continually add value to my client’s relationships & my knowledge I have obtained the designation as a Certified Exit Planning Advisor (CEPA), this designation was specifically designed for business advisors who work closely with owners of privately held companies. The organizing principle of the program is Master Planning, the alignment of the three legs of the stool (business, personal, financial), which is executed through the implementation of a process called the Value Acceleration Methodology™. Utilizing the CEPA designation I am able to take a deeper dive into the planning process with my business owner client’s covering the complex needs of growing businesses & preparing for the eventual exit of the owner from that business while continuing the legacy of what they have worked so hard to build. Exit Planning is a business strategy for every business owner to obtain the highest value for that business when that owner is ready! 

Since joining Evershore Financial Group my network of clients has continued to grow and with the expansion of technology, I am now serving as the advisor for multiple families across the country. I currently have close relationships with client’s in not only the Central Florida area but in Georgia, Ohio, Massachusetts, Arizona, Texas, Utah, North Carolina & South Carolina. The wonderful part of being an independent financial services firm is that we have the ability to help solve our client’s financial needs regardless of their location. 

Growing up in the Central Florida area and in an effort to give back to our community, I am currently serving as a member of the Central Florida Junior Achievement Leadership Council as well as going into the classroom to teach financial literacy to middle & high school students in Orange, Seminole, and Osceola County.

I am a financial advisor with Evershore Financial Group, an independent financial services firm with offices in Orlando, Palm Beach Gardens, Boca Raton, and The Villages. As someone who always strives to find new and innovative solutions, I am dedicated to helping individuals, businesses, and non-profit organizations accomplish their long-term and short-term financial goals. With a primary focus of working with medical professionals and physicians, it is a huge honor to be able to help those who help others.  

I attended the University of Florida where I majored in Business Administration with a double minor in Leadership and Professional Selling. Following my undergraduate studies, I continued my education at the University of Florida earning a master’s degree in International Business in 2020. Currently, I hold the FINRA Series 7 General Securities registration, The FINRA Series 66 State Securities Law registration, and the Florida Life, Health, and Variable Insurance license. 

My wife, Britney, and I reside in Winter Springs, Florida with our dog named Ollie. In our spare time, we enjoy staying active in our community and spending time with family. 

Cole Brothen is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Evershore Financial Group offers securities and investment advisory services through Securian Financial Services, Inc., member FINRA/SIPC. Evershore Financial Group is independently owned and operated. 1750 N. Maitland Ave., Maitland, FL 32751. www.evershore.com.  3675046  DOFU 07.2021

I am a Financial Advisor at Evershore Financial Group, an independent comprehensive financial services firm located in Orlando, The Villages, Palm Beach Gardens, and Boca Raton. I enjoy finding creative solutions that assist in solving problems. My motivation each day is to help people find financial success. I find it extremely important to be attentive to the client and available when there are any questions.

Previously I worked for a local municipality for 24 plus years. In working in the public sector, people are your business. Every day there is something different. I started off managing multiple facilities that our customers used for different recreation activities. Each day I had to anticipate the needs of the customer and make sure their experience was positive. Later I transitioned into managing staff that implemented the core values of the municipality. While working for a municipality, I was able to work with people of all ages. Whether they were young athletes playing in youth sports, members of a Senior Center, or customers at a counter. Each day I worked to make sure I could help anyone that needed assistance.

While being born in Tennessee, I was raised in Central Florida. My wife Nicole and I live in Winter Park with our daughter Liberty. We love spending our time together going to Disney Parks, local parks, and historical sites around the United States. I am an avid baseball and college football fan. I also like to spend time on the golf course and working around the house.  I attended the University of Phoenix where I majored in Business Management. After finishing, I decided to continue my education and went on to receive my MBA.

Michael Barclay is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Evershore Financial Group offers securities and investment advisory services through Securian Financial Services, Inc., member FINRA/SIPC. Evershore Financial Group is independently owned and operated. 1750 N. Maitland Ave., Maitland, FL 32751. www.evershore.com.  12.2021  4018687

I am here to help you achieve the financial future you and your family deserve. My name is Jeffrey Finlayson and I was born and raised in Sugar Land, Texas. Growing up I observed a lot of the “Wild West” mentality of that great state. Yes, many millionaires were made overnight through the wealth of oil, gas, and ranching. However, I was taught at a young age to be successful you must have a realistic plan in place.

I began my career in the financial services industry in 2013. Before joining Evershore I worked as a Private Client Relationship Manager. I assisted my clients with many things including basic banking and credit needs to more comprehensive retirement and estate planning. I have extensive experience across the board in multiple areas of money management

My greatest strength is connecting with my clients and building a well-rounded financial strategy. I believe everyone can benefit from my sincere guidance and concern regardless of their current financial status. Unique as individuals we all have the potential to leave a wonderful legacy behind for our children and grandchildren. My focus is on providing the best possible financial foundation for you, your family and the next generations to come.

On a personal note, I enjoy traveling, playing golf and the occasional fishing trip in Islamorada. My wife and I reside in Fort Lauderdale with our son.

My commitment to you is hard work, perseverance and honesty. I will treat your unique situation as if it were my own. Together we will assess what can and needs to be accomplished in a time frame that fits your lifestyle.

Your financial security is my greatest priority. I look forward to working with you and sharing in your success as your financial life unfolds with great rewards.

Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation. Jeff Finlayson is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Evershore Financial Group offers securities and investment advisory services through Securian Financial Services, Inc., member FINRA/SIPC. Evershore Financial Group is independently owned and operated. 3300 PGA Blvd, Suite 990, Palm Beach Gardens, FL 33410. www.evershore.com.

Tim Haynes has focused his practice on three main areas of business: medical practices, professional business, and personal estate planning. His financial background spans 40 years in Central Florida in both the private and public sector.

Tim has lived in West Volusia County for over 35 years since building a home in Deltona. He has deep community ties as demonstrated by his involvement in his local church, hospital boards and 4-H board. He has been involved with the Florida Hospital Fish Memorial Foundation since 2006, serving as the Treasurer, Vice-Chairman, and now as Chairman for the Southwest Volusia Healthcare Corporation, Florida Hospital Fish Memorial Finance Board, Florida Hospital Fish Memorial Physician Development Board, and chairman of the Volusia County 4-H Trustee Association.

Throughout his career, Tim continues to strive to bring education, business value and personal finance strategies to his clients. By serving on various hospital boards and by having a daughter who serves as an Midwife at Winnie Palmer Hospital, Tim has developed a unique understanding of the demands placed on professionals in the medical field and who own their practice. He has also worked on several business sale and succession plans enabling owners to successfully capture years of sweat equity.

Tim is licensed in 12 states, including Florida, Georgia, South Carolina, North Carolina, Virginia, Massachusetts, Maryland, West Virginia, Louisiana, Ohio, Arizona and California. Tim is an independent agent and can offer a wide array of products from most of the well-known insurance companies in the nation. He holds fixed and variable licenses, several professional designations and memberships to professional associations. These include LUTCF (Life Underwriter Training Charter Fellowship), CLTC (State Certification in Long Term Care planning), and membership in the FPA (Financial Professionals Association) and is an active member of the MDRT (Million Dollar Round Table) organization.

Tim works with his clients to address risk management concerns including life insurance, disability insurance, and long term care insurance. He has several working relationships with local at torneys and CPAs and can provide quality referrals. Tim can work with his clients and their tax and/or legal professionals to help coordinate their investments, life insurance and estate plan goals. His knowledge of qualified retirement plans and methods has proven valuable to his business clients. In today’s financial markets, it is important to have relationships with professionals you trust.

Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with the advisor is not a guarantee of future fi nancial results. Investors should conduct their own evaluation.

Financial Advisors do not provide specifi c tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. Timothy is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Evershore Financial Group offers securities and investment advisory services through Securian Financial Services, Inc., member FINRA/SIPC. Evershore Financial Group is independently owned and operated. 1750 N. Maitland Ave., Maitland, FL 32751. www.evershore.com

My name is Alex Jermain. I have a deep-seated passion for positive financial management which began in my early high school years and has steadily grown ever since. Growing up my career goal was to work in aviation, and I pursued that career with great intensity. After graduating with a Bachelor of Science in Aeronautics from Embry-Riddle Aeronautical University I had the privilege of spending 5 years in the private/corporate aviation field at a local Fixed Based Operator. Though this was a dream come true, I began to learn where my true passion stood which was in the financial industry.

As an advisor, I work with individuals, families, businesses and business owners who I strive to bring value to through a comprehensive financial plan. I work to accomplish this by providing an in-depth analysis of their current financial situation, sense of security   through   a   wide-range of solutions, and confidence that their financial objectives are best pursued in a partnership built on trust and honesty.

My wife Anna and I have been married for 6 years and currently reside in Sanford, FL with our two wonderful young children Ellie and Landon. I enjoy spending my off time being with them and watching my children grow. Beyond that, I enjoy playing golf, following my various favorite sports teams, spending time with friends, and working towards my wife and I’s goal of visiting every state in the U.S. together.

Alexander Jermain is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Evershore Financial Group offers securities and investment advisory services through Securian Financial Services, Inc., member FINRA/SIPC. Evershore Financial Group is independently owned and operated. 1750 N Maitland Avenue, Maitland, FL  32751. www.evershore.com. 4210371 DOFU 1/2022

John joined Evershore Financial Group in 2019. He brings more than 30 years of experience and knowledge helping clients manage their financial responsibilities across a diverse set of solutions. He is passionate about helping clients identify their financial priorities, set objectives, and organize a manageable plan to accomplish their goals for retirement, income, legacy and charitable giving.

John believes his clients are best served by a team approach that integrates their needs with appropriate experts in investments, income analysis, tax strategies, risk management and estate considerations. He strives to understand each client’s emotional biases and attitudes toward investing to help them develop a plan that is rational and consistent with their beliefs. His endeavors are grounded in the spirit of helping people with compassion and understanding. His goal is that clients bring him the problems that need solutions because they comfortably place their trust in him.

John earned a BA in Economics and Psychology at Boston College, and a JD at Loyola University of Chicago. He holds Series 7, 63, 65 and 66 registrations with FINRA as well as the Florida 2-15 License for Life, Health and Variable Annuities.

John began his career in Chicago as an attorney practicing corporate and real estate law. After several years in practice he transitioned to the mortgage finance department of a prominent Wall St. investment banking firm and developed a practice consulting with institutional investors to manage their fixed income portfolios. Since the mid 90’s John has been helping both institutional and individual investors manage portfolios for income and diversification. John understands that his individual clients now require more holistic planning that includes diverse financial solutions. He joined Evershore Financial Group to build out that commitment to his clients.

John has lived in Fort Lauderdale with his wife Ann since 2010. They enjoy tennis, cycling, and working around the house. But most of their free time is spent with four adult children, three grandchildren, and extended families throughout the US and Canada.

John Moran is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Evershore Financial Group offers securities and investment advisory services through Securian Financial Services, Inc., member FINRA/SIPC. Evershore Financial Group is independently owned and operated. 7284 W. Palmetto Park Rd., Suite 106, Boca Raton, FL 33433. www.evershore.com.

Jessika is passionate about helping families, individuals, and business owners create sound financial strategies. She is a highly driven, dynamic, creative, and a results-orientated professional with over 24 years of experience in business development, sales, marketing, and project management. Her goal is to build and maintain trusting relationships and provide financial strategies that are specific to her client’s needs. She follows a thoughtful process to identify what is most important to each client, and creates solutions to help them work towards their goals.

Knowing that financial services is personal, Jessika strives to make sure her clients are comfortable every step of the way. She is a Financial Advisor who holds the Series 7, Series 66 and the Life, Health and Annuity License. If you are someone who is well versed in financial services or someone who does not yet have a strategy in place, she will meet you where you are in your journey to identify and help you work towards your goals.

Jessika is married to her loving husband, David, who is an Architect. They live in Jupiter, FL and have two beautiful daughters, Kayla and Chelsea. Jessika grew up in Palm Beach County and she earned her B.A. degree from Loyola University, New Orleans in Marketing and Communications. After college, she lived in California for several years, then came back ‘home’ to South Florida to continue pursuing her career and life goals. She is originally from Puerto Rico and she speaks Spanish fluently. She loves all sports with volleyball, softball, golf, and football taking the top spots. She is also passionate about helping families with children that have disabilities.

Jessika and the Evershore team can assist you with Assessing Your Current Financial Position, Retirement Planning, College Savings, Business and Succession Planning, Wealth Management, Investment Planning, Navigating Divorce, Life Insurance, Estate Planning, Disability Insurance, Long Term Care Insurance, and Tax Planning.

“Go confidently in the direction of your dreams. Live the life you have imagined.” Henry David Thoreau

_{Separate from the financial plan and our role as financial planners, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them. Jessika Ochoa is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Evershore Financial Group offers securities and investment advisory services through Securian Financial Services, Inc., member FINRA/SIPC. Evershore Financial Group is independently owned and operated. 3300 PGA Blvd, Suite 990, Palm Beach Gardens, FL 33410. www.evershore.com. 4.2020 3553287}

Dana Richmond has 15 years of experience in sales and business development. She specializes in a strategic approach and couples that with creative solutions that are tailored for her clients. Dana also strives to work in an environment rooted in open-communication.  Finance is so personal, even for business owners, and Dana listens to what her client’s needs are and then works to deliver results to solve those needs.

One of Dana’s focuses is educating and encouraging women entrepreneurs concerning their finances. She is licensed in Florida and holds the Series 7 and Series 66 registrations. Dana offers her clients a wide array of financial solutions that can be customized to their unique needs before and after retirement. She works with clients and business owners to analyze their current situations and recommend clear, easy-to-understand financial strategies. Dana enjoys collaborating with client’s tax and legal advisors to ensure appropriate and comprehensive strategies.

When not working, Dana loves to play tennis, dance, and be outside enjoying the Florida sunshine.  Dana is married to her husband, Shawn, and they live in Audubon Park near Leu Gardens.  They enjoy weekend outings to the latest restaurants and also their family time with Norah, their young daughter, and Biscuit, their goldendoodle.  Dana looks forward to the time post Covid-19 when she can get her bags packed and ready for the next adventure-- she loves to travel whenever possible.

Previously, Dana worked in Global Sales for Hyatt Hotels Corporation in Washington, DC. In her most recent role, she engaged with global clients to establish long-term relationships and achieved significant goals of increasing revenue by millions of dollars.  During her thirteen years with Hyatt, Dana moved across the country several times gaining experience and working with clients from diverse business backgrounds.  Whether it was Scottsdale or Atlanta, Maui or San Diego, finding solutions to meet clients needs has always been Dana’s passion.

Dana earned her B.S. degree from the University of Central Florida and is originally from Tallahassee, Florida. 

Dana Richmond is a Registered Representative and Investment Advisor of Securian Financial Services, Inc. Evershore Financial Group offers securities services through Securian Financial Services, Inc., member FINRA/SIPC. Evershore Financial Group is independently owned and operated. 1750 N Maitland Avenue, Maitland, FL  32751. www.evershore.com. 3605287 DOFU 5/2021

Serving as a Financial Advisor provides me with the opportunity to listen attentively to the particular interests and needs of my clients, and to then devise a strategy that is financially sound and comprehensive in nature. I am passionate about helping people. 

I have been in the financial services industry for over 19 years working with firms of varying size and scope. My industry experience has opened my eyes to the need for non-biased advice which result from extensive data gathering and due diligence. This process helps to ensure solutions and recommendations that are well-aligned with client objectives.

My practice is focused on working with pre-retirees and business owners throughout the country. I use a variety of tools, services, and solutions which are at my disposal to help my clients live life on their terms. One of my key objectives is to help create a sense of security for clients who are planning for or entering retirement. A sense of security is hard to quantify, but few would argue it is highly valuable.

A sound financial strategy may encompass some of the following: Life Insurance, Investments, Disability Insurance, Long-Term Care Insurance, Retirement Strategies, Employee Benefits, Annuities, Asset Protection, Buy/ Sell Strategies, and Wealth Management.
My wife and I are long-time residents of Palm Beach Gardens, FL with our two sons. It would be my pleasure to serve as a resource for any of your financial needs.

Contact me at bschwarz@evershore.com or 561-246-4888 to learn more.

Brian Schwarz is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc., Securities and Investment Advisory Services offered through Securian Financial Services, Inc., Member FINRA/SIPC. Evershore is independently owned and operated. 3300 PGA Blvd., Suite 900, Palm Beach Gardens, FL 33410. DOFU 8/2021 3724340

As a financial advisor I bring product knowledge experience and a caring concern for clients to offer what is best for each one. I help people make informed financial decisions to reach their life goals. I focus my knowledge and experience helping individuals, businesses, and municipalities help prepare for their future with financial strategies and implementation of retirement solutions, education funding strategies, investments, and insurance. I have worked for several established health and financial companies and has serviced the retirement plans of several local municipalities.

Throughout my twenty-one year career in the financial services industry, my main focus has been educating and encouraging women to take an active role concerning their finances and has significantly increased women’s participation in retirement plans since being involved with municipalities. I am licensed in Florida, Georgia, Alabama, Tennessee and New York, and holds the Series 7 and Series 66 registrations. I am also a Chartered Retirement Planning Counselor (CRPC). A CRPC covers the entire retirement planning process from meeting multiple financial objectives, retirement income, personal savings, employer sponsored retirement plans, retirement cash flow and income, asset management and more.

I offer my clients a wide array of financial solutions that can help them to be customized to their unique financial needs both before and after retirement.

I work with clients and business owners to analyze your current situation and  recommend clear, easy-to-understand financial strategies. I will also work with your tax and legal advisors to make sure that these strategies are appropriate for your situation. Finally, I help you implement your strategies using financial products and techniques that are suitable for you and your business.

I am dedicated to helping my clients with care and concern for their interests in   the best way possible with the highest professional standards. My core values are integrity, loyalty, and determination, all of which I use every day to help better my life and the lives of my clients.

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Cindy Strickland is a Registered Representative and Investment Advisor Representatives with Securian Financial Services, Inc. Securities and Investment Advisory Services offered through Securian Financial Services, Inc., Member FINRA/SIPC. Evershore Financial Group is independently owned and operated. 1750 N. Maitland Avenue, Maitland, FL 32751. 

With more than 24 years of professional experience in the financial services industry, I have worked with banks, brokerage and insurance firms as a Financial Advisor and have clients in many states. I offer a product neutral, pro-active and detailed approach to creating sound financial strategies for my clients - customized with choices from many well-established companies and platforms in the industry. I believe clear communication in explaining the details of a financial strategy is key so that clients can make the best decisions for their needs.

I am committed to my long-term client relationships and understand that each client has unique goals and needs. I am focused on personal service and am proud of the friendships I have formed with my clients and their families. 

Personally, I love to travel and explore and learn about new places and people. I am passionate about classical and jazz music and attend concerts, musicals and plays whenever I can. I also enjoy golf and yoga.

Susan is a Financial Advisor with Evershore Financial Group and has been in the financial services industry with her CFP designation since 1992. Susan has an MBA in Finance from Nova Southeastern University. Susan has also earned the CDFA designation, adding to her expertise in working with clients going through the divorce process. She takes pride in her line of work, helping individuals, families, and businesses grow wealth and achieve their financial goals.

Before entering the financial services industry, Susan debuted in her working life as a registered nurse. After learning that her parents were victims of a Ponzi scheme, Susan changed careers in order to help ensure that others don’t suffer the same fate.

Susan has spoken about personal finance to many groups including the Women’s Entrepreneur Network at Palm Beach State College, and the Palm Beach County Directors of Nursing Association. She also lectures on financial literacy to young adults through her volunteer role as a mentor for Women of Tomorrow and as a guest lecturer at Women in Distress.

Susan is the Past President of the South Florida Financial Planning Association and a member of the Greater Boca Raton Chamber of Commerce, the Greater Delray Beach Chamber of Commerce, the Coral Springs Chamber of Commerce, the American Business Women’s Association, Women For Excellence and the Boca Raton Estate Planning Council.

Susan loves to spend time in her garden reading a good book, watching football, big game fishing, and visiting her grown children. She lives in Boca Raton with her husband of 35 years and her extremely fluffy cat Lara.

Susan Weinblatt is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Evershore Financial Group offers securities and investment advisory services through Securian Financial Services, Inc., member FINRA/SIPC. Evershore Financial Group is independently owned and operated. 3300 PGA Blvd, Suite 990, Palm Beach Gardens, FL 33410. www.evershore.com.