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Meet our Team

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Naira headshot

Tax Associate

Certified Public Accountant
Dave Baker, APMA and Portfolio Manager with Moisand Fitzgerald Tamayo

Portfolio Manager

Accredited Portfolio Management AdvisorSM - APMA®
Brad Brescia

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Derrick Chandler, CFP, fee-only financial advisor Orlando

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Jake Crandall

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional, CPA
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

DJ Hunt Headshot

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Jennie Hylton

Client Service Manager

Tommy Lucas, CFP with Moisand Fitzgerald Tamayo

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional, EA
Julie headshot

Client Service Manager

Lisa Headshot

Operations Manager

Kevin McDermott, CPA Headshot

Tax Manager

Certified Public Accountant
Stephanie Melara

Tax Associate

Claire Headshot

Administrative Assistant

fee-only financial advisor Melbourne Florida

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
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
Connor Ryan

Financial Analyst

Mike Salmon

Financial Advisor

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

Client Service Manager

Tyler headshot

Operations Associate

Steve Stone

Operations Associate

fee-only financial advisor Orlando

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional, EA
William headshot

Financial Analyst