Robert D. Barboni, CFP®

Managing Partner

With over 25 years of financial services experience, Bob is an experienced Financial Advisor, President and CEO, and Managing Partner of Evershore Financial Group, an independent comprehensive financial services firm with office in Boca Raton, Palm Beach Gardens, and Orlando. He has earned the Certified Financial Planner (CFP®) designation by demonstrating competency in topics including stocks, bonds, taxes, insurance, retirement planning and estate planning.

In addition to assisting individuals and registered business owners with their wealth management needs, Bob was selected and is currently a Financial Advisor for the NFL Players Association. Bob has written for the Miami Herald “Ask the Expert” column, the Palm Beach Post “Ask the Advisor” column and has authored articles for publications such as Financial Advisor, Senior Market Advisor, and the Sun Sentinel. Bob has also been a featured speaker on Channel 4 CBS news. He has worked as an Adjunct Professor at Palm Beach State College teaching retirement and investment courses. 

Bob is Chairman Emeritus of the National Advisory Board for Securian Financial Services, Inc. and is a proud member of the Financial Planning Association.   He is a registered representative and investment advisor representative of Securian Financial Services, Inc.

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

Robert Barboni 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 100, Palm Beach Gardens, FL 33410. DOFU 4.2022 4699853

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

Managing Partner

I am the Managing Partner of Evershore Financial Group, an independent comprehensive financial services firm located in Orlando, 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 almost 19 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.  6/2021 3639148

Steven Zborowski

Managing Director

In 2014, Steve Zborowski joined Evershore Financial Group, bringing over thirty years of experience and knowledge to his role as Boca Raton’s Managing Director. His diverse background and training enable him to help clients pursue their long-term financial goals through comprehensive, individualized financial strategies. Additionally, he is passionate about helping people build their practice and the acquisition of new talent into the industry.

Steve is a graduate of Ivy Tech State College and holds several 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.

R. Christian Rasband

Senior Vice President, Field Director, Financial Advisor, SmartVestor Pro
321.304.4014

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, and Palm Beach Gardens. 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 

Greg Abdalla, CEPA

Financial Advisor
321.304.4021

I am a financial advisor with Evershore Financial Group, an independent comprehensive financial services firm with offices in Orlando, Palm Beach Gardens, and Boca Raton. I have served as a financial professional for over 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 yearlong rotational program learning the many areas of financial services 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. 


To continually add value to my client’s relationships & my knowledge I have obtained the designation as a Certified Exit Planning Advisor (CEPA), this designation was specifically designed for business advisors who work closely with owners of privately held companies. The organizing principle of the program is Master Planning, the alignment of the three legs of the stool (business, personal, financial), which is executed through the implementation of a process called the Value Acceleration Methodology™. Utilizing the CEPA designation I am able to take a deeper dive into the planning process with my business owner client’s covering the complex needs of growing businesses & preparing for the eventual exit of the owner from that business while continuing the legacy of what they have worked so hard to build. Exit Planning is a business strategy for every business owner to obtain the highest value for that business when that owner is ready! 


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 client’s in not only the Central Florida area but in Georgia, Ohio, Massachusetts, Arizona, Texas, Utah, North Carolina & South Carolina. 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. DOFU 09.2021 3751511

Daniel J. Barboni

Financial Advisor
561.246.4897

With over 15 years of experience, Dan Barboni is a Financial Advisor with Evershore Financial Group, an independent comprehensive financial services firm located in Palm Beach Gardens, Boca Raton, and Orlando. 
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 4699837 4.2022 

Cole Brothen

Financial Advisor
321.304.4013

I am a financial advisor with Evershore Financial Group, an independent financial services firm with offices in Orlando, Palm Beach Gardens, and Boca Raton. As someone who always strives to find new and innovative solutions, I am dedicated to helping individuals, businesses, and non-profit organizations accomplish their long-term and short-term financial goals. With a primary focus of working with medical professionals and physicians, it is a huge honor to be able to help those who help others.  


I attended the University of Florida where I majored in Business Administration with a double minor in Leadership and Professional Selling. Following my undergraduate studies, I continued my education at the University of Florida earning a master’s degree in International Business in 2020. Currently, I hold the FINRA Series 7 General Securities registration, The FINRA Series 66 State Securities Law registration, and the Florida Life, Health, and Variable Insurance license. 


My wife, Britney, and I reside in Winter Springs, Florida with our dog named Ollie. In our spare time, we enjoy staying active in our community and spending time with family. 

Cole Brothen 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.  3675046  DOFU 07.2021

William “Bill” Elliott

Financial Advisor
321.304.4030

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, and Orlando. 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.

Malcolm Engstrom

Financial Professional
352.259.9726

I have been in the financial services industry for over 30 years. My areas of expertise include life insurance, long term care, estate planning, and the use of growth and lifetime income strategies through annuities for clients preparing for and living in retirement.  I also teach educational workshops in our community on a variety of financial topics.

I joined Evershore in 2016 after 28 years with one of the largest life insurance companies in the United States. Working with an independent firm that has an extensive network and resources has enabled me to provide a multitude of products and solutions to fit every clients’ unique needs. 

I love to travel and am an avid golfer. I also enjoy spending time with my 93 year old father as well as my 2 grandkids.

Malcolm Engstrom is a Registered Representative with Securian Financial Services, Inc., Securities are offered through Securian Financial Services, Inc. Member FINRA/SIPC. Evershore is independently owned and operated. 510 CR 466, Suite 207K, Lady Lake, FL 33410. DOFU 6.2021 3639084

Sandi Engstrom

Financial Advisor
352.259.9726

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.

Sandi Engstrom 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. 510 CR 466, Suite207K, Lady Lake, FL 32159. DOFU 6/2021 3618810

Jeffrey W. Finlayson

Financial Advisor
561.910.2535

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.

Jay B. Fischer

Financial Advisor
561.799.3810

As a Financial Advisor, I focus on helping individuals, families, and businesses meet their goals through insurance, investments, and sound financial strategies. I take pride in being able to help my clients navigate changes that affect their financial future.


I do this by looking first at your vision for the future. It says a lot about you. And, like you, your vision is unique. By listing your goals and objectives, and comparing what you have to what you want, I will work with you to define your vision of a secure financial future.


My office is located in Palm Beach Gardens, where I also offer tax preparation and accounting services through Legacy Financial Services, Inc.


To learn more about Legacy Financial Advisors, visit
http://www.legacyfai.com. 

  • Introduced financial consulting into practice in 1998. 
  • Currently hold a Series 6, Series 7, Series 66, and FL 2-15.

 

Jay Fischer 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. Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax advisor regarding your own specific lax/legal situation. Evershore is independently owned and operated. 3300 PGA Blvd., Suite 605, Palm Beach Gardens, FL 33410. DOFU 7/2022 4803418

Timothy W. Haynes LUTCF, CLTC

Vice President, Financial Advisor
321.304.4017

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

Monique Heinz

Financial Representative
561.910.2518

I am a motivated financial professional 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 a 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 of 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.  5/2022 4722458

Alexander Jermain

Financial Advisor
321.304.4028

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 solutions, 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 6 years and currently reside in Sanford, FL with our two wonderful young children Ellie and Landon. I enjoy spending my off time being with them and watching my children grow. 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. 4210371 DOFU 1/2022

Jordan LaMarca

Financial Advisor
321.304.4019

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, and Palm Beach Gardens. 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.

John Moran

Financial Advisor
561.910.2509

John joined Evershore Financial Group in 2019. He brings more than 30 years of experience and knowledge helping clients manage their financial responsibilities across a diverse set of solutions. He is passionate about helping clients identify their financial priorities, set objectives, and organize a manageable plan to accomplish their goals for retirement, income, legacy and charitable giving.

John believes his clients are best served by a team approach that integrates their needs with appropriate experts in investments, income analysis, tax strategies, risk management and estate considerations. He strives to understand each client’s emotional biases and attitudes toward investing to help them develop a plan that is rational and consistent with their beliefs. His endeavors are grounded in the spirit of helping people with compassion and understanding. His goal is that clients bring him the problems that need solutions because they comfortably place their trust in him.

John earned a BA in Economics and Psychology at Boston College, and a JD at Loyola University of Chicago. He holds Series 7, 63, 65 and 66 registrations with FINRA as well as the Florida 2-15 License for Life, Health and Variable Annuities.

John began his career in Chicago as an attorney practicing corporate and real estate law. After several years in practice he transitioned to the mortgage finance department of a prominent Wall St. investment banking firm and developed a practice consulting with institutional investors to manage their fixed income portfolios. Since the mid 90’s John has been helping both institutional and individual investors manage portfolios for income and diversification. John understands that his individual clients now require more holistic planning that includes diverse financial solutions. He joined Evershore Financial Group to build out that commitment to his clients.

John has lived in Fort Lauderdale with his wife Ann since 2010. They enjoy tennis, cycling, and working around the house. But most of their free time is spent with four adult children, three grandchildren, and extended families throughout the US and Canada.

John Moran 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 W. Palmetto Park Rd., Suite 106, Boca Raton, FL 33433. www.evershore.com.

Brian Muehlenbeck

Vice President, Financial Advisor
561.910.2526

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

 

Jessika Ochoa-Gengler

Financial Advisor
561.246.4896

Jessika is passionate about helping families, individuals, and business owners create sound financial strategies. She is a highly driven, dynamic, creative, and a results-orientated professional with over 24 years of experience in business development, sales, marketing, and project management. Her goal is to build and maintain trusting relationships and provide financial strategies that are specific to her client’s needs. She follows a thoughtful process to identify what is most important to each client, and creates solutions to help them work towards their goals.

Knowing that financial services is personal, Jessika strives to make sure her clients are comfortable every step of the way. She is a Financial Advisor who holds the Series 7, Series 66 and the Life, Health and Annuity License. If you are someone who is well versed in financial services or someone who does not yet have a strategy in place, she will meet you where you are in your journey to identify and help you work towards your goals.

Jessika is married to her loving husband, David, who is an Architect. They live in Jupiter, FL and have two beautiful daughters, Kayla and Chelsea. Jessika grew up in Palm Beach County and she earned her B.A. degree from Loyola University, New Orleans in Marketing and Communications. After college, she lived in California for several years, then came back ‘home’ to South Florida to continue pursuing her career and life goals. She is originally from Puerto Rico and she speaks Spanish fluently. She loves all sports with volleyball, softball, golf, and football taking the top spots. She is also passionate about helping families with children that have disabilities.

Jessika and the Evershore team can assist you with Assessing Your Current Financial Position, Retirement Planning, College Savings, Business and Succession Planning, Wealth Management, Investment Planning, Navigating Divorce, Life Insurance, Estate Planning, Disability Insurance, Long Term Care Insurance, and Tax Planning.

“Go confidently in the direction of your dreams. Live the life you have imagined.” Henry David Thoreau

Separate from the financial plan and our role as financial planners, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them. Jessika Ochoa 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. 4.2020 3553287

John Paul (JP) Olsen

Financial Advisor
321.304.4008

I'm a problem solver by nature...it's what I love to do.  From solving a scrambled Rubik’s cube to finding the exit to the latest escape room, few things are more gratifying to me than being able to turn a chaotic situation into an orderly solution.  That's why I'm passionate about and fulfilled in my career as a financial advisor. 


One problem people are trying to avoid today is the potential issue of outliving their assets.  But with proper strategy and diligent effort, this does not have to be your reality.  
I'm privileged to work with a great team of financial professionals at Evershore Financial Group.  With offices in Orlando, Boca Raton, and Palm Beach Gardens, we are able to serve much of Florida and beyond.  
My holistic approach to working with clients includes the following: A personal consultation along with a comprehensive assessment of their financial picture. Next comes a sensible analysis followed by a concise and custom-tailored action plan to meet their needs. Lastly comes the completion of our plan and an ongoing relationship to last well into the future. I have found this method to work well for meeting the needs of my clients. 


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 several years and completed Dave Ramsey’s Financial Counselor Training course at his headquarters in Brentwood, Tennessee. * 


I hold insurance licenses for the state of Florida as well as several other states and can serve clients all across our great country. I am also contracted with many well-known insurance companies and hold professional designations with the SEC and FINRA. 


In my free time, I like to be on the golf course, in my jeep going for a joy ride, or tinkering in my garage. Woodworking has quickly become a passion of mine as any casual observer of my garage shop would attest. 

*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 Ave., Maitland, FL 32751. www.evershore.com. 4018708   DOFU 12/2021 

Dana Richmond

Financial Advisor
321.304.4002

Dana Richmond has 15 years of experience in sales and business development. She specializes in a strategic approach and couples that with creative solutions that are tailored for her clients. Dana also strives to work in an environment rooted in open-communication.  Finance is so personal, even for business owners, and Dana listens to what her client’s needs are and then works to deliver results to solve those needs.

One of Dana’s focuses is educating and encouraging women entrepreneurs concerning their finances. She is licensed in Florida and holds the Series 7 and Series 66 registrations. Dana offers her clients a wide array of financial solutions that can be customized to their unique needs before and after retirement. She works with clients and business owners to analyze their current situations and recommend clear, easy-to-understand financial strategies. Dana enjoys collaborating with client’s tax and legal advisors to ensure appropriate and comprehensive strategies.

When not working, Dana loves to play tennis, dance, and be outside enjoying the Florida sunshine.  Dana is married to her husband, Shawn, and they live in Audubon Park near Leu Gardens.  They enjoy weekend outings to the latest restaurants and also their family time with Norah, their young daughter, and Biscuit, their goldendoodle.  Dana looks forward to the time post Covid-19 when she can get her bags packed and ready for the next adventure-- she loves to travel whenever possible.

Previously, Dana worked in Global Sales for Hyatt Hotels Corporation in Washington, DC. In her most recent role, she engaged with global clients to establish long-term relationships and achieved significant goals of increasing revenue by millions of dollars.  During her thirteen years with Hyatt, Dana moved across the country several times gaining experience and working with clients from diverse business backgrounds.  Whether it was Scottsdale or Atlanta, Maui or San Diego, finding solutions to meet clients needs has always been Dana’s passion.

Dana earned her B.S. degree from the University of Central Florida and is originally from Tallahassee, Florida. 

Dana Richmond is a Registered Representative and Investment Advisor of Securian Financial Services, Inc. Evershore Financial Group offers securities 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. 3605287 DOFU 5/2021

Gloria Rosen

Financial Representative
561.910.2505

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.

Brian Schwarz

Financial Advisor
561.246-4888

Serving as a Financial Advisor provides me with 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 am passionate about helping people. 


I have been in the financial services industry for over 19 years working with firms of varying size and scope. My industry experience has opened my eyes to the need for non-biased advice which result 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 pre-retirees 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 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, and Wealth Management.
My wife and I are long-time residents of Palm Beach Gardens, FL with our two sons. It would be my pleasure to serve as a resource for any of your financial 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 900, Palm Beach Gardens, FL 33410. DOFU 8/2021 3724340

Michael E. Speed, CFP®

Financial Advisor
321.304.4001

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.

Cindy Strickland, CRPC®

Financial Advisor
321.304.4023

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 have 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 representative 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 Ave., Maitland, FL 32751. 7/2022 4803101

Al Travasos

Financial Representative
561.910.2511

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 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. DOFU 7.2021 3680084

Jason S. Watach

Financial Advisor
561.910.2521

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. 

Susan S. Weinblatt, CFP®,CDFA®

Financial Advisor
561.910.2508

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.

Sean Williams

Financial Advisor
321.304.4022

I am a Financial Advisor with Evershore Financial Group, an independent comprehensive financial services firm with locations in Orlando, Palm Beach Gardens, and Boca Raton. My motivation every day is to bring wide-ranging knowledge, fundamental financial philosophies, strategy and sense of security to help my clients and their families achieve their financial goals.

Personally, I am a native Floridian who enjoys traveling, staying active, attending sporting events, and spending time with my family. I earned my undergraduate degree from the University of Florida and an MBA from the University of Central Florida. This profession requires life-long learning to an ever-changing financial environment and I dedicate myself to continue to learn each and every day. 


I concentrate on creating a specific financial strategy for each client that is unique to their personal circumstance and life goals. My goal is to create a financial roadmap for my clients that will guide them through complex financial matters by implementing a detailed financial strategy to help grow and protect their assets. 


Education and the understanding of your money and the strategies in place will allow you to make informed decisions, reduce stress and enhance your financial journey through life.  

Sean Williams 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. DOFU 5/2022  4722443