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.

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

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

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.

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.

Brad is a Financial Advisor with Evershore Financial Group and has been in the financial services industry since 2002. As a Financial Advisor, Brad enjoys helping clients with many aspects of their financial lives including Investments, Wealth Accumulation/Preservation, Retirement Solutions, Life and Long Term Care Insurance, Annuities, etc. Brad’s clients are located throughout the U.S. and include all age groups with many approaching retirement or recently retired needing assistance in building Portfolios designed to help them achieve their respective goals and objectives while minimizing risk.

Before entering the Financial Services Industry, Brad worked 22 years for Fortune 50 companies Coca-Cola, Pepsi and Procter & Gamble holding numerous multi-state senior management positions across the country. As Regional V.P. & General Manager he had overall responsibility encompassing organizations as large as 2,000 employees with over $350 million in annual sales and having all functions and departments reporting to him.

Brad has a Bachelor of Science in History & Political Science from High Point University where he was a three-year starter for the University’s nationally ranked baseball team and is #2 all-time in both single season (39) & career stolen bases (77) at the University. Brad lives in Boynton Beach with his wife of 42 years and enjoys playing golf, working out and spending time with his 10 grandchildren. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation.

Brad Loucks 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 100, Palm Bech Gardens, FL 33410. www.evershore.com. 3.2019 2463060

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.

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

His financial experience includes over 7 years serving the Greater Orlando Community while working with a local credit union where he developed his passion in serving others on their path to financial freedom. The intimate transparency in dealing with the financial decisions that matter the most led Ricardo to pursue a judgment free, holistic approach to truly understanding, teaching, and making everyone feel safe throughout their personal journey. He believes in diversity and inclusion with the ultimate goal of wealth not being money itself; rather the freedom and sense of security to live a healthier life.

His expertise and dynamic approach lies in finding solutions to complex situations using innovative methods. Whether it be asset protection growth, to generate additional income, retirement plan rollovers, insurance protection, or to give you a better understanding of your overall investment options.

Ricardo attended Valencia College where he focused his studies in Business Management and Organizational Leadership. He strongly believes that everyone has something to learn and everyone has something to teach others no matter what stage in life.

Born and raised in the small city of Waco, Texas Ricardo has called Central Florida home now since 2008. He is blessed with raising two beautiful boys and in his spare time enjoys training with the elite acrobats, going to theme parks, having beach days with the family, playing all sports, traveling, outdoor exploration, dancing, and taking on DIY home projects. His diverse background and outgoing personality rewards him in building long lasting relationships within his personal/extended network to further service the needs of his clients.

Ricardo Sarricolea Jr. 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. 3362854 DOFU 12.2020

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 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.

Sandi Washburn 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. 3130 Glenview Rd, The Villages, FL 32162.

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.