Evershore Financial Group: Our Knowledgeable Team

Our Team

Leveraging Collective Knowledge Through Teamwork

In addition to having a client-centric mindset, the Evershore Financial Group team also shares an all-for-one teamwork attitude. You don’t have to worry about planning your finances on your own. Our team has your back, and our team members actively call upon and support each other to ensure you’re getting the best of what Evershore has to offer in your unique situation.

Find a Financial Advisor

Jason S. Watach, CFP®
Michael E. Speed, CFP®
Sean Williams
Susan S. Weinblatt, CFP®,CDFA®
Alexander Jermain
Barbara Cortes
Brec Tambo
Brian Muehlenbeck
Brian Schwarz, CFP®
Bryn Wilkins
Cindy Jahn
Cole Brothen
Dana Richmond
Daniel C. Zagata, CLU, ChFC, CFP®, AIF®
Daniel J. Barboni
Erika Hilliard
Frank Marra
Gloria Rosen
Greg Abdalla, CEPA
Jackson Wodraska
Jay B. Fischer
Jeffrey W. Finlayson
Jessika Ochoa-Gengler
Koren Marinberg, CFP®, CPFA®
Laura Ospina
Laura Persons
Linda Ward
Lis Patterson
Mitch Borriello
Monique Heinz
R. Christian Rasband, CFP®
Robert D. Barboni, CFP®
Sandi Engstrom
Steven Zborowski
Tami Borland, CFP®
Violet Salvietti
William "Bill" Elliott

Boca Raton | Orlando | Palm Beach Gardens | Mesa, AZ

Robert D. Barboni, CFP®

Managing Partner

Daniel C. Zagata, CLU, ChFC, CFP®, AIF®

Managing Partner

Steven Zborowski

Senior Vice President, Wealth Management Advisor

Tami Borland, CFP®

Paraplanner

Barbara Cortes

Executive Assistant to Bob Barboni & Office Administrator

Erika Hilliard

Director of New Business Operations

Cindy Jahn

Director of Compliance

Violet Salvietti

Executive Assistant

Linda Ward

Office Administrator

Greg Abdalla, CEPA

Financial Advisor

Daniel J. Barboni

Vice President, Financial Advisor

Cole Brothen

Financial Advisor

William "Bill" Elliott

Financial Advisor

Sandi Engstrom

Financial Advisor

Jeffrey W. Finlayson

Financial Advisor

Jay B. Fischer

Financial Advisor

Monique Heinz

Financial Representative

Alexander Jermain

Financial Advisor

Koren Marinberg, CFP®, CPFA®

Financial Advisor

Brian Muehlenbeck

Vice President, Financial Advisor

Jessika Ochoa-Gengler

Financial Advisor

R. Christian Rasband, CFP®

Senior Vice President

Dana Richmond

Financial Advisor

Gloria Rosen

Financial Representative

Brian Schwarz, CFP®

Financial Advisor

Michael E. Speed, CFP®

Financial Advisor

Jason S. Watach, CFP®

Financial Advisor

Susan S. Weinblatt, CFP®,CDFA®

Financial Advisor

Sean Williams

Financial Advisor

Mitch Borriello

Executive Assistant to Gloria Rosen

Laura Ospina

Executive Assistant to Brian Muehlenbeck & Steven Zborowski

Lis Patterson

Executive Assistant to Monique Heinz

Laura Persons

Executive Assistant to Gregory Abdalla

Brec Tambo

Executive Assistant to Christian Rasband

Bryn Wilkins

Executive Assistant to Jay Fischer

Frank Marra

Managing Director

Jackson Wodraska

Director of Business Development

Proven, High-Quality Services

Our suite of services supports solutions that focus on what’s best for her personal and financial well-being.

Explore Services

A Tailored Approach

In working with you, we want your input. Together, we can determine what you want from a financial ecosystem, and offer superior strategies to help you get there.

Our Approach

Let’s Talk

If you’re interested in more information about how we can work with you to solidify your financial situation, contact us for a no-obligation appointment today.