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, 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.

Diana is a Financial Advisor with Evershore Financial Group. She has been in the banking industry for over 17 years.

Diana earned a bachelor’s degree in International Economic Relationship, from the University of Autonoma de Colombia. She began her career as Bank AV Villas in Bogota, Colombia.

In 2008 she relocated to the United States to continue to grow in the banking industry. She worked at Wells Fargo, Merrill Lynch, JP Morgan CHASE. This experience provided the foundation for her knowledge of financial products.

Many of her clients are people who have recently moved to the United States from all over the world who need help with their financial planning so they can reach their financial goals.

In her free time, Diana enjoys spending time with her daughter. Together they travel around the world. She enjoys meeting new people and learning about their diverse cultures.

Diana volunteers and supports The Fundación Niños de los Andes, an organization based in Colombia whose mission is to provide care for children and young people living in the streets. Diana specializes in helping single Mothers through this organization, providing them with support, motivation and letting them know that she cares.

Diana is proficient in Spanish.

Diana Barrera 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. 2.2021 3450489

Over the last 20 plus years, I have helped individuals, families, business owners and large corporations pursue their financial goals by designing and implementing a financial strategy that is specific to their ultimate financial objective. As a Financial Professional with Evershore Financial Group, I have relationships with many well-known providers of products and services, which gives me the ability to customize the specific solution for each client.

Evershore Financial Group offers comprehensive financial solutions, including the most basic forms of wealth protection strategies to more complex financial strategies, depending on the unique financial needs of our clients. Evershore Financial Group represents most of the major companies in the industry, allowing our advisors to provide our clients with tailored financial solutions that meet their unique financial needs or concerns.

Our firm has also developed a large referral network with other professionals such as Estate Planning Attorneys and CPAs who can provide added value to the services we provide our clients.

Evershore Financial Group is headquartered Palm Beach Gardens, FL and is under the leadership of President, Robert D. Barboni, CFP®. The firm operates in four locations, including Boca Raton, Palm Beach Gardens, Orlando and The Villages. Our advisors serve clients throughout the state of Florida and beyond.

William Elliott 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.

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.

I am a community leader who is committed to helping my community by advocating for equity and access, education, veterans, and businesses in Palm Beach County. As a wealth management advisor, I focus on offering a thoughtful and personal approach to managing wealth that begins with listening to my client’s needs to help ensure every strategy is grounded in understanding what each client wants to achieve. With extensive experience in the financial industry, at present I focus on serving FRS participants, veterans, small businesses, retirees, and those who serve and protect our community.

I am a decorated ARMY Veteran who earned the ARMY Commendation Medal and ARMY Accomplishment Medal for my distinguished duty and service in Operation Enduring Freedom in Afghanistan.

Previously, I was the Vice President of Business Development & Small Business Initiatives for the Palm Beach North Chamber of Commerce. I had the opportunity to oversee approximately 1,000 businesses and organizations throughout Palm Beach County.

I continue to serve my community in a number of ways; whether mentoring youths or simply volunteering in my community. I also enjoy volunteering my time with the Pediatric Oncology Support Team.

Along with being a devoted father of three, I coach basketball, and mentor children in my community. Additionally, I enjoy playing golf, basketball, tennis, and mentoring entrepreneurs in my free time.

Joel Flores is a Registered Representative with 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. 6.2020 3100783

I am a motivated financial professional, wife and mother of two children.
 
My mission is to provide trusted financial strategies and assist my clients in reaching their financial goals while establishing a real and sustainable social impact within the community.

I am driven to build personal and professional relationships with individuals, families, business owners and industry professionals to help them identify their financial goals for long term financial security.

I currently enjoy working with many various individuals in the public sector. I utilize financial strategies designed to help maximize your retirement savings and minimize risk in order to protect your family.

Before you can feel comfortable sharing your financial goals, I want you to know my qualifications and experience that have led me to be passionate about the type of work I do with insurance and investments. 

I am qualified financial professional with a Series 7, 63 registrations and Life, Health and Annuity license. I am experienced in creating and maintaining positive relationships with clients while assisting with strategies designed to achieve financial goals.

I have 4 years previous experience in money management, asset allocation and market trend research. I am goal oriented and personally motivated to establish positive communication. Before we can speak intelligently about the products and services that might be appropriate for you and your family, I need to get to know you. I pride myself on developing relationships and providing what is in the BEST interest of the client.

I provide assistance with asset protection, planning for retirement and developing a customized financial strategy to protect families / individuals and their income through tax efficient savings vehicles.

Monique Heinz is a Registered Representative with Securian Financial Services, Inc. Evershore Financial Group offers securities 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 an experienced and knowledgeable financial services advisor with Evershore Financial Group,. Evershore is an independent comprehensive financial services firm with locations in Orlando, Boca Raton, Palm Beach Gardens and The Villages. I have more than ten years of experience working with individuals and businesses with their long term and short-term goals through educational preparation. Educating clients is something I am passionate about. I believe in the importance of what I do and strive diligently to help my clients feel comfortable and secure in both the process and their financial future. I love working with and for my clients, helping guide them through the financial strategic process to reach their goals. I am an experienced professional and specialize in putting together a financial strategy that helps to ensure my clients and their families are prepared for whatever life throws at them.

I earned my MBA and a bachelor’s degree in psychology from the University of Phoenix. I have a background in education, where for 10 years I helped families work through debt and other financial strategies and solutions as they planned and prepared for their future.

I have had the pleasure of living in many areas of the country, namely Arizona, Nevada, Missouri and Florida.

My wife Vanessa and I reside in Fruitland Park, Florida with our four children. In my spare time I enjoy playing soccer, golf and other outdoor recreational activities. I am actively involved in church and community service, I love to travel, and spend time with my family.

Jordan LaMarca 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.

Brian has been meeting the needs of his clients since 1999. He is licensed in securities and insurance and uses his extensive knowledge and experience to help his clients reach their financial goals.

His financial service consists of retirement strategies, insurance, college funding considerations, asset accumulation and wealth transference. Brian discerns his clients expressed and unexpressed needs and
ever-changing lifestyles, and he can also style a financial plan that is tailored specifically for each client.

Brian’s passion is helping his clients attain financial success. He would welcome the opportunity to meet with you and it would be his pleasure to discuss how he can help you based on your individual circumstances.

Brian Muehlenbeck 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 Palmetto Park Road, Suite 106, Boca Raton, FL 33433. www.evershore.com. 7.2021 3671312

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 on the Dave Ramsey directory for the past seven years.

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 over 10 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.

I began my professional career with John Hancock in 1975 and joined Evershore Financial Group in 2008. With over 40 years of experience in the insurance and financial services industry, my clients have come to think of me as their personal navigator. Many of them consider me a part of their family.

I have specialized in employee benefits which include, group health insurance, dental, life, disability, pensions, 401(k) plans, 401(a) plans, 457 plans, etc. I am the advisor of record for several cities in Florida and assist them with their employee benefits packages. I consider the employees my base for selling life insurance and annuities outside of their workplace, including their families, which include their spouses, children and their parents.

Another area that I have had very positive results from, for many years, is from multi-generational selling. I have many older clients, especially those that do not have family living near them, who know that they can call me at any time to help them whenever the need arises.

I am a Life and Qualifying Member of the MDRT and have achieved their highest awards by being Top of the Table and Court of the Table qualifier through the years.

Gloria Rosen is a registered 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 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.

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.