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Meet our Team

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Jake Crandall

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional, CPA
Jennie Hylton

Client Service Manager

Stephanie Melara

Tax Associate

Steve Stone

Operations Associate

Connor Ryan

Financial Analyst

Brad Brescia

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Julie headshot

Client Service Manager

William headshot

Financial Analyst

Tyler headshot

Operations Associate

Naira headshot

Tax Associate

Certified Public Accountant
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

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
fee-only financial advisor Orlando

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

fee-only financial advisor Melbourne Florida

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
DJ Hunt Headshot

Financial Advisor

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

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional, EA
Lisa Headshot

Operations Manager

Kevin McDermott, CPA Headshot

Tax Manager

Certified Public Accountant
Claire Headshot

Administrative Assistant

Yutanna Moore, Client Service Manager with Moisand Fitzgerald Tamayo

Client Service Manager

Sara Headshot

Chief Compliance Officer/Office Manager

Ryan Headshot

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional, EA
Paula Rocha headshot

Financial Analyst

EA
Mike Salmon

Financial Advisor

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

Client Service Manager

fee-only financial advisor Orlando

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional, EA