Leadership

Robert D. Barboni, CFP®

managing partner

With two decades of financial services experience, Robert is an experienced financial advisor and the President of Evershore Financial Group. Robert has earned the Certified Financial Planner (CFP®) designation by demonstrating competency in over 100 topics including stocks, bonds, taxes, insurance, retirement planning and estate planning.

In addition to assisting individuals and business owners with their wealth management needs, Robert was selected and is currently a Financial Advisor for the NFL Players Association. Robert has written for the Miami Herald "Ask the Expert" column, the Palm Beach Post "Ask the Advisor" column, and has authored articles for publications such as Financial Advisor, Senior Market Advisor, and the Sun Sentinel. Robert has also been a featured speaker on Channel 4 CBS news.

Recognized as a leader in the industry, Robert received the First in Class Award from GAMA, as well as the Terrance M. Sullivan "Build on People" and David W. Goers "New Organization Excellence" awards.

Robert serves on the National Board of Advisors for Securian Financial Services, Inc. and is a proud member of the Financial Planning Association.

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

Robert is a life-long resident of Florida. He is a graduate of the University of Miami and currently resides in Palm Beach Gardens with his wife and three daughters. He divides his time between family, three offices with over 50 employees, and numerous charitable organizations.

Awards and club membership are based primarily on commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation.

GAMA International is a membership organization for which individuals must submit applications and payment. The organization is geared toward those in a recruiting, training, or supervision role in the financial services industry. Awards are based primarily on commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting selected by the applicant. Individuals must be current with membership dues and submit an application fee for consideration. Working with this individual is not a guarantee of future financial results. Investors should conduct their own evaluation.

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

managing director

Dan Zagata is the Managing Director of Evershore Financial Group, an independent comprehensive financial services fi rm located in Orlando, The Villages, Palm Beach Gardens, and Boca Raton. Dan brings a high level of experience, education, and financial know how to the industry and his clients. He brings over 15 years of experience working with professionals, businesses, and non-profits to help them realize their financial potential and goals.

Dan earned a BA in Economics and an MBA in Finance from Bentley University in Boston, MA. Almost a decade later, Dan earned his Doctor of Business Administration in Finance and Risk Management from the International School of Management in Paris, France. He also holds a graduate certificate of Financial Planning from the University of Miami in Coral Gables, FL. As a commitment to his clients, Dan has earned the Certified Financial Planner (CFP®) designation, the Chartered Financial Consultant (ChFC) designation from the American College, and is a Chartered Life Underwriter (CLU). He is also an Accredited Investment Fiduciary (AIF®).

From the financial industry’s perspective, Dan is Platinum Frontline Leader, and was awarded the Diamond Managing Director award from Securian Financial in 2012, 2013 and 2016 as the number one managing director within the Securian Financial Network, a broad financial network with fi rms across the United States.

Currently, Dan is involved in teaching and mentoring individuals and business owners from simple to very complex financial matters. He teaches retirement and investment courses for lifelong learning at Rollins College and Stetson University. He also has returned to his alma mater to teach graduate courses in corporate finance, risk management, and business negotiations.

Personally, Dan is an avid international traveler and a licensed pilot. He strongly believes that education, transparency and the human element are the ingredients to good financial planning. Bettering the experience of our clients and their family is the driving force behind his work.

Awards and club membership are based primarily on commissions, premiums, and fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting. Working with this individual or fi rm is not a guarantee of future financial results. Investors should conduct their own evaluation.

Dan Zagata 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. 1900 Summit Tower Blvd., Suite 550, Orlando FL 32810. www.evershore.com. 1829539 6.2017

Steven Zborowski

managing director

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.

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Leadership

Robert D. Barboni, CFP®

managing partner

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

managing director

Steven Zborowski

managing director

Evershore is an Award-winning Business