Leadership

I am the Managing Director of Evershore Financial Group, an independent comprehensive financial services firm located in Orlando, The Villages, Palm Beach Gardens, and Boca Raton. The driving motivation throughout my career has been to bring a high level of experience, education, and financial know-how to both the industry and my clients. I bring over 17 years of experience working with professionals, businesses, and non-profits to help them realize their financial potential and goals.

It is always important that you know exactly who is giving you advice. I  earned a BA in Economics and an MBA in Finance from Bentley University in Boston, MA. Following my commitment to constant life learning, almost a decade later, I earned my Doctor of Business Administration in Finance and Risk Management from the International School of Management in Paris, France. I also hold a graduate certificate of Financial Planning from the University of Miami in Coral Gables, FL. As a commitment to the level of expertise my clients deserve, I have earned the Certified Financial Planner (CFP®) designation from the CFP Board of Standards.  I have also earned the Chartered Financial Consultant (ChFC) and the  Chartered Life Underwriter (CLU) designations from the American College. I am  also an Accredited Investment Fiduciary (AIF®).

The purpose and philosophy that drives me to truly love what I do, is that I believe all people deserve dedicated, specific, unique and judgment-free advice to help enhance their journey in life.  Money isn’t everything, but education and the understanding of your money is key to reducing stress, achieving goals and taking control of your financial future. I do not believe in the impersonal, generic advice available on the internet which may have no relevance to you and your family’s current and future situations.

Therefore, I stay involved in teaching and mentoring individuals and business owners from simple to very complex financial matters. My strong belief that education assists in making wise decisions has lead me to teach retirement and investment courses at the Lifelong Learning Center at Rollins College, Stetson University and the Celebration Foundation Lifelong Learning Program in Celebration, FL.  I also return to my alma mater to teach graduate courses in corporate finance, risk management, and business negotiations. 

Personally, I am an avid international traveler and a licensed pilot who loves to explore new places and learn about new and unique cultures. I continue to strongly believe that education, transparency and the human element are the ingredients to good financial planning. Improving the experience for my clients and their family is the driving force behind my work. 

Working with this individual or firm 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. 1750 N. Maitland Ave., Maitland, FL 32751. www.evershore.com.

I am a Financial Advisor, Field Director, and Senior Vice President with Evershore Financial Group, an independent comprehensive financial services firm with locations in Orlando, Boca Raton, Palm Beach Gardens, and The Villages. I believe in the importance of what I do and strive diligently to help my clients feel comfortable and secure with the process of planning their financial future. I am passionate about working with and for my clients, helping guide them through the five phases of their financial life: 1) Accumulation, 2) Growth, 3) Preservation, 4) Distribution, 5) Transfer and Legacy. I have more than 10 years' experience working with individuals, families, physicians, professionals, and businesses. I specialize in putting together a financial strategy that helps to ensure my client and their family are prepared for whatever life may throw at them.

I earned a BA in Economics from Brigham Young University and am a SmartVestor Pro.* My background is in banking, where for years I helped families work through debt and other financial strategies and solutions.

I served a full-time, two-year mission in Russia, Kazakhstan, and Belarus. I speak English, Russian, and some Spanish. I have a diverse background having lived in Utah, New York, Germany, England, Russia, Kazakhstan, and Belarus. I currently serve as President and Chapter Chair for the Orlando BYU Alumni Group. I also serve as an active member of the LDS Philanthropies' Gift Planning Leadership Council, and in leadership with my church at the local level.

Personally, I enjoy playing tennis in my spare time, and am actively involved with my church and community. I love to travel and spend time with my family. My wife Monica and I reside in Mount Dora, Florida with our six children and three family canines.

*Neither Christian Rasband, 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.

Securities and investment advisory services are offered through Securian Financial Services, Inc., member FINRA/SIPC. Evershore Financial Group is independently owned and operated. Christian Rasband is a registered representative and investment advisor representative of Securian Financial Services, Inc. Evershore Financial Group 1750 N. Maitland Ave., Maitland, FL 32751. www.evershore.com 

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

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

My name is Alex Jermain. I have a deep-seated passion for positive financial management which began in my early high school years and has steadily grown ever since. Growing up my career goal was to work in aviation, and I pursued that career with great intensity. After graduating with a Bachelor of Science in Aeronautics from Embry-Riddle Aeronautical University I had the privilege of spending 5 years in the private/corporate aviation field at a local Fixed Based Operator. Though this was a dream come true, I began to learn where my true passion stood which was in the financial industry.

As an advisor, I work with individuals, families, businesses and business owners who I strive to bring value to through a comprehensive financial plan. I work to accomplish this by providing an in-depth analysis of their current financial situation, sense of security through a wide-range of insurance and investment products, and confidence that their financial objectives are best pursued in a partnership built on trust and honesty.

My wife Anna and I have been married for 5 years and currently reside in Sanford, FL with our wonderful 1 year old daughter Ellie. I enjoy, spending my off time being with them and watching my daughter learn more every day. Beyond that, I enjoy playing golf, following my various favorite sports teams, spending time with friends, and working towards my wife and I’s goal of visiting every state in the U.S. together.

Alexander Jermain 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. 3362832 DOFU 12.2020

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.

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

I have been in the financial services industry for over 16 years working with firms of varying size and scope. My industry experience has opened my 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.

My practice is focused on working with physicians and business owners throughout the country. I use a variety of tools, services, and solutions which are at my disposal to help my clients live life on their terms. One of my key objectives is to help create a sense of security for clients who are planning for or entering into 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: Life Insurance, Investments, Disability Insurance, Long-Term Care Insurance, Retirement Strategies, Employee Benefits, Annuities, Asset Protection, Buy/ Sell Strategies, Wealth Management.

My wife and I are long-time residents of Palm Beach Gardens, FL with our two school aged boys. It would be my pleasure to serve as a resource for any of your financial planning needs.

Contact me at bschwarz@evershore.com or 561-246-4888 to learn more.

Brian Schwarz 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.

Lynn is a Financial Advisor with Evershore Financial Group. She provides solutions for individuals, families, and business owners regarding their financial issues and needs.

Lynn has her MBA from the University of Phoenix and actively networks with other professionals. When not working, she enjoys golfing, cooking, wine collecting, and reading.

Before entering the financial services industry, Lynn had a successful 30-year career in the hospitality industry and was the Director of Golf at a private country club for 12 years. This experience provided the foundation for her client-centered service approach. Lynn believes strongly in the value of person- to-person communication and collaboration with each individual client while structuring their personal financial strategy.

Lynn sees many similarities between financial advising and a round of golf. For instance, golfers and investors face many challenges. Some we cannot control, like the weather or market downturns. There’s almost always a risk and/or reward in one’s decision-making whether on the golf course or in one’s investment strategy. Do you try to hit the perfect shot requiring 225 yards over a lake or do you lay up, hitting it short, but safely to set up your next shot? Do you try to buy the hottest stock and hope the market rewards you, or do you have a long-term financial strategy?

There’s a need for diversification in both, a golfer’s bag does not consist of all 7 irons. There are 14 different clubs that all have a different purpose. In investing, are your investments in a diversified asset allocation, or do you only invest in platform?

In both golf and investing, one must remain flexible. Start with a stable core foundation, but if something is not working or a life event occurs, understand that the strategy may need to be adjusted from time to time. When someone begins to play golf, they usually come to the realization very early they need a professional. The same is true when one wants to create their financial strategy. As financial advisors, it’s our job to sit down with the client and see what’s realistic and what’s important for the individuals’ personal situation. No two golf swings are the same just as no two financial strategies are the same.

Lynn Stebbins 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

Al Travasos graduated from Farleigh Dickenson University with a Bachelor of Science Degree in Business Administration. He received Chartered Life Underwriter (CLU) Degree from the American College and has received his Certified Long Term Care designation (CLTC) from the Corporation for Long Term Care Certification, Inc. He is a past Life Member of The MDRT and in 2014, 2015 and 2016 Top of the Table MDRT Qualifier.

Al enjoys serving his community and is Past President of the Broward County National Association of Insurance and Financial Advisors and is a Past State Legislative Vice Chair for the Florida Association of Health Underwriters. Al volunteers at many associations in Palm Beach County including being Vice Chairman of the George Snow Scholarship Fund.

Al serves his clients with their Life, Disability and Long Term Care insurance needs. He works with his clients on their Retirement Strategies. He services his business clients with 401k and 403b Plans as well as their business insurance needs.

Al Travasos is a Registered Representative with Securian Financial Services, Inc. Securities offered through Securian Financial Services, Inc., Member FINRA/SIPC. Evershore Financial is independently owned and operated. 3300 PGA Blvd, Suite 990, Palm Beach Gardens, FL 33410.

Jason is a Financial Advisor with Evershore Financial Group and has been with the firm since 2009. Originally from Upstate New York, he received his undergraduate degree from Penn State University in 1995. He relocated to South Florida in 1996 and now calls Florida home. In 2001, he earned his MBA from the University of Miami, furthering his formal education.

He enjoys helping clients with all aspects of their financial lives, with special emphasis on preparing for retirement and becoming financially independent. He prides himself in his analytical and thorough process, that involves and educates his clients along the way.

Jason is a big believer in networking and connecting with other professionals. He is actively involved in numerous business organizations and alumni groups across the South Florida community. When not working, he enjoys spending time with his wife and three children whose school, church, and sports events keep their calendar full.

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