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Meet our Team

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Dave Baker, APMA and Portfolio Manager with Moisand Fitzgerald Tamayo

Portfolio Manager

Accredited Portfolio Management AdvisorSM - APMA®
Derrick Chandler, CFP, fee-only financial advisor Orlando

Senior Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
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Client Service Manager

fee-only financial advisor Orlando

Senior Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Casandra Garrett, CFP with Moisand Fitzgerald Tamayo

Financial Analyst

CERTIFIED FINANCIAL PLANNER™ professional, EA
Pam Grabe, Client Service Manager with Moisand Fitzgerald Tamayo

Client Service Manager

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Senior Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Tommy Lucas, CFP with Moisand Fitzgerald Tamayo

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional, EA
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Operations & Systems Associate

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Tax Manager

Certified Public Accountant
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Administrative Assistant

fee-only financial advisor Melbourne Florida

Senior Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Yutanna Moore, Client Service Manager with Moisand Fitzgerald Tamayo

Client Service Manager

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Chief Compliance Officer/Office Manager

Meet Our Team

Senior Financial Analyst

CERTIFIED FINANCIAL PLANNER™ professional, EA
Meet Our Team

Financial Analyst

EA
fee-only financial advisor Orlando

Senior Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional, EA
Tracy Smith, Client Service Manager with Moisand Fitzgerald Tamayo

Client Service Manager

fee-only financial advisor Orlando

Senior Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional, EA