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 licenses, 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.

Steve is a registered representative and investment advisor representative of Securian Financial Services, Inc.

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 this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation.

I am a financial advisor with Evershore Financial Group, as 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 the past 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 year long rotation program learning the many areas of banking 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.

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 clients in not only the Central Florida area but in Georgia, Ohio, Massachusetts, & Arizona. 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.

Greg Abdalla 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. DOFU 04.2019 2484605

Dan Barboni is a Financial Advisor of Evershore Financial Group, an independent comprehensive financial services firm located in Palm Beach Gardens, Boca Raton, Orlando and The Villages.

In today’s world dominated by impersonal & generic internet advice, Mr. Barboni specializes in tailored Estate Planning and Wealth Management solutions.

A married father, Mr. Barboni has built a successful career on the belief that clients’ goals are as important as his own.

Daniel Barboni 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 County, FL 33410 8.2018 2196270

I have been in the financial services industry for over 30 years. My areas of expertise include life insurance, long term care, estate planning, and the use of growth and lifetime income strategies through annuities for clients preparing for and living in retirement. I also teach educational workshops in our community on a variety of financial topics.

I joined Evershore in 2016 after 28 years with one of the largest life insurance companies in the United States. Working with an independent firm that has an extensive network and resources has enabled me to provide a multitude of products and solutions to fit every clients’ unique needs.

I love to travel and am an avid golfer. I also enjoy spending time with my 91 year old father as well as my new granddaughter.

Malcolm Engstrom is a Registered Representative with Securian Financial Services, Inc., Securities are offered through Securian Financial Services, Inc. Member FINRA/SIPC. Evershore is independently owned and operated. 3130 Glenview Rd, The Villages, FL 32162. DOFU 4.2019 2471792

As a Financial Advisor, I focus on helping individuals, families, and businesses meet their goals through insurance, investments, and sound financial strategies. I take pride in being able to help my clients navigate changes that affect their financial future.

I do this by looking first at your vision for the future. It says a lot about you. And, like you, your vision is unique. By listing your goals and objectives, and comparing what you have to what you want, I will work with you to define your vision of a secure financial future.

My office is located in Palm Beach Gardens, where I also offer tax preparation and accounting services through Legacy Financial Services, Inc.

To learn more about Legacy Financial Advisors, visit http://www.legacyfai.com. 

• Practicing tax preparer since 1989. 
• Introduced financial consulting into practice in 1998. 
• Currently hold a Series 6, Series 7, Series 66, and FL 2-15.

Jay Fischer 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. Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax advisor regarding your own specific lax/legal situation. Evershore is independently owned and operated. 3300 PGA Blvd., Suite 990, Palm Beach Gardens, FL 33410. DOFU 4.2019 2516487

Tim Haynes is a Registered Representative with Evershore Financial Group and has focused his practice on three main areas of business: medical practices, professional business, and personal estate planning. His financial background spans over 30 years in Central Florida in both the private and public sector.

Tim is licensed in Florida, Georgia, South Carolina, North Carolina, Virginia, West Virginia, Maryland, Massachusetts, Ohio, Louisiana, California and Arizona. Tim is a non-captive agent and is contracted and affiliated with most of the top insurance companies in the nation. He holds fixed and variable licenses, several professional designations and memberships to professional associations. Theseinclude LUTCF(Life Underwriter Training Charter Fellowship), CLTC (State Certification in Long Term Care planning), membership in the FPA (Financial Professionals Association) and is an active member of the MDRT organization.

Tim Haynes is a registered representative and investment advisor representative of Securian Financial Services, Inc. Registered Representatives do not provide specific tax/ legal advice and this information should not be considered as such. You should always contact your tax/legal advisor regarding your specific tax/legal situation. 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. DOFU 06/2018 2147073

Roxanne Hosein is a Financial Advisor with Evershore Financial Group, an independent financial services firm located in Palm Beach Gardens, Boca Raton, Orlando and The Villages. She maintains an office in Boca Raton and in Palm Beach Gardens.

With an emphasis on professionals, families and businesses, Roxanne strives to develop ongoing relationships with her clients, working with individuals, families and business owners to design well-rounded comprehensive financial strategies to help realize their financial goals.

When you meet with Roxanne you can expect her to help you think through and understand what’s most important to you and then gather your resources to devise a strategy to get you there. She provides clear communication to help you make informed decisions, and an ongoing professional relationship to review and refresh your financial strategies throughout all life stages and changing priorities.

She holds the FINRA Series 7 and Series 66 registrations, and is licensed to offer Life, Health and Variable Annuities in Florida, Texas, Iowa and California.

Roxanne Hosein 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 990, Palm Beach Gardens, FL 33410. DOFU 3.2019 2461248

Richard is passionate about helping people. Serving as a Financial Advisor provides him the opportunity to listen attentively to the interests and needs of his clients, and to then help devise a strategy that is financially sound and comprehensive in nature.

Richard believes that knowledge is the key to a successful financial future. His business experience and commitment to providing clients with the resources needed to make financial decisions, can help make the client’s financial future as successful as it needs to be. He prides himself in getting to know each client so that he can understand their individual needs and what matters most to them. This helps him recommend strategies designed to meet their current needs, and more importantly, their future needs.

He has been in the financial services industry for over 10 years working with firms of varying sizes and scope. His industry experience has opened his eyes to the need for non-biased advice that results from extensive data gathering and due diligence. This process helps to ensure solutions and recommendations that are well-aligned with client objectives.

His practice is focused on working with physicians, business owners and executive managers throughout the country. He also helps many state and county employees throughout the State of Florida. He uses a variety of tools, services, and solutions which are at his disposal, so that he may help his client’s live life on their terms. One of his 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: Investments, Retirement Strategies, Asset Protection, Buy/Sell Strategies and Wealth Management.

Richard and his family have been part of the Dade, Broward and Palm Beach County communities for over 20 years.

Richard LePore 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 990, Palm Beach Gardens, FL 33410. DOFU 4.2019 2483437

I consider myself a problem solver. There are few things more satisfying than being presented with a difficult challenge and then working diligently towards finding a solution. Because of my passion for solving problems, combined with my desire to work with and for the client, I entered the financial services industry.

Currently, I am a financial advisor with Evershore Financial Group. Evershore operates as an independent comprehensive financial services firm with offices in Orlando, Palm Beach Gardens, Boca Raton, and The Villages.

The difficult challenge financial advisors face on a daily basis is how to prepare the client for retirement and how to help them avoid outliving their assets. As time moves forward and as modern medicine advances, this  continues to be an increasing dilemma.

Fortunately, this is a problem for which a solution exists. I approach this problem by first listening to my client’s situation and needs. I then develop a personalized plan that addresses their concerns, offers a specific course of action, and empowers them moving forward.

Like a true problem solver, I pursued my BS degree in Mathematics from Liberty University. Soon after graduating from Liberty,  I started my professional career working in corporate management and marketing, where  I  developed a love for working with people. In addition to my education and professional background, I have been a Dave Ramsey Financial Peace University Coordinator for the past three years through my former church in Indiana. I spent three days with Dave Ramsey and his team going through his Financial Counselor Training course at  his headquarters in Brentwood, Tennessee.*

I hold insurance licenses for the state of Florida, as well as for the states of Indiana, Iowa, and South Carolina. I am also contracted with many more well-known insurance companies and am registered with the SEC and FINRA.

When not in the office or working with the client, I like to be on the golf course, in my jeep going for a joy ride, or tinkering in my garage. I’ve been married for the past 9 years to my wife, Sarah, and together we have three furry kids of the feline persuasion: Leo, Ginger, and Lucy.

*Neither John Paul Olsen, nor Securian Financial Services are affiliated with Dave Ramsey Solutions. Securian Financial Services, Inc. does not endorse Dave Ramsey. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation.

John Paul Olsen 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. 7.2018 2192819

I started in this business in 1987 with Neuberger & Berman in New York City as an Associate Portfolio Manager. I went on to work at DLJ as a Steel Analyst at a time when the mini mill industry was created. From there I became a Sr. VP at Southeast Research Partners, worked as a Financial Advisor at Smith-Barney/Morgan Stanley and Wells Fargo before joining Evershore Financial Group in September of 2016.

I have a full-service investment practice which includes working with high net worth individuals along with small businesses and incorporates retirement and insurance solutions. My business is based on client specific needs. I look to build relationships with my clients and their families to do multi-generational financial strategies.

Working with women is a specialty.

Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation. Fran Rubinstein 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. 3.2019 2463055

I have the heart of a teacher. When I meet with clients, my objective is to empower them to make decisions for themselves and to support them along the way.

My name is Michael Speed. I was born in Pensacola, Florida but grew up in Houston, Texas. I moved back to Florida in 2011 to work for a firm that manages money for institutions and high- net worth individuals. I left the firm to work with people of all types who share a commonality: they seek a trustworthy advisor who they know they can turn to for sound financial advice.

I began my career in the financial services industry in 2009 when I served as a credit ratings analyst. In layman’s terms, this means I made recommendations to an official credit committee on the scoring of public debt. When school districts, counties, cities, or other local districts wanted to borrow money, I represented investors to understand what level of risk they were taking when buying bonds from these issuers.

Next, I came to Florida and provided the same service for owners of mutual funds investing in municipalities, states, hospitals, foundations, higher education institutions, airports, highway authorities, and others. I provided value by keeping our portfolio managers up-to-date on holdings in our mutual funds and making recommendations to buy, sell, or hold municipal bond transactions.

My experience as a bond analyst is applicable to everything I do. When conducting comprehensive financial planning, each step relates to skills I obtained while working as an analyst. First, I gather data to understand my client’s background, goals, risk tolerance, and account objectives. Second, I evaluate the information obtained to understand how to best serve the needs and interests of my client. Third, I make recommendations based on my analysis and offer a plan to implement those recommendations. Based on the impressions of my client, we decide on the recommendations to implement and a frequency with which to monitor the plan. Communication, listening, and working together are the skills most frequently employed.

I currently help clients in the following ways:

• Build and manage wealth                                           • Protect their income
• Organize their finances                                               • Protect their families in the event of death
• Maximize after-tax net worth                                     • Prepare for an event of long-term care
• Plan for retirement                                                      • Protect their businesses
• Decide on an income strategy in retirement               • Compensate their employees
• Plan for their  estate transfer                                       • Prioritize their debt
• Distribute wealth efficiently                                       • Invest for their future selves

One of the ways I bring added value to my clients is by offering them an extended network of professionals whom they can contact if they are in need of services. I spend three hours each week networking with these individuals to enable me to make quality referrals when needed. This extended network consists of qualified professionals in industries such as estate planning, tax consulting, business and family law, real estate, and many others.

My wife and I reside in Longwood, Florida, and we are the blessed parents of seven children.  It would be my honor to serve you and your family as your comprehensive financial planner.

Michael E. Speed 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. 8.2018 2206187

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. 3/2019 TN#2462481

With more than 21 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 an unbiased, pro-active and detailed approach to creating sound financial strategies for my clients - customized through 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 have been recognized with the companies I have worked with, and attend financial conferences regularly to keep current with industry trends and education.

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 playing a round of golf on the weekends.

Susan is a Financial Advisor with Evershore Financial Group and has been in the financial services industry as a CERTIFIED FINANCIAL PLANNER™ professional since 1992. 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 an MBA in Finance from Nova Southeastern University and 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.

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 and the Boca Raton Estate Planning Council.

S​usan 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 32 years, her elderly demented Chihuahua and her extremely fluffy cat.

Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation. 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. 2.2018 2011432