Broker Check

Team

Tony Perrone, CLU®

Wealth Manager/President

(407) 389-1122

(407) 862-0418

EstateandBusiness@EstateandBusiness.net

Tony is the President and Managing Partner of the Estate & Business Planning Group. Originally from Detroit, Michigan Tony made his way to Orlando after graduating with a Bachelor of Science Degree in Business Management from...
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Jeffrey A. Green

Wealth Manager/Partner

(407) 389-1122

(407) 862-0418

jgreen@jeffandjeff.com

Jeff is a native born Floridian from the beaches of South Florida. Jeff has seen Florida blossom into a retirement haven for many individuals as well as business professionals. Among these retirees lies a common interest in preserving...
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R. Jeffrey Heard

Wealth Manager/Partner

(407) 389-1122

(407) 862-0418

jheard@jeffandjeff.com

Jeff Heard is a third generation native Floridian. Most of Jeff's close-knit family resides here in Central Florida. For 10 years Jeff personally owned a successful business as a nurseryman, landscape designer, state contractor, and a...
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Devin Zimmerman

Internal Business Consultant- Jeff Green

Devin@jeffandjeff.com

Devin was born just outside of Cambridge, England and was first introduced to Estate and Business Planning Group through the UCF Internship Program as a senior majoring in finance. During his studies, he was also part of the UCF...
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Karen Herzog

Internal Business Consultant-Jeff Heard

Jheard@jeffandjeff.com

Originally from Cincinnati, Ohio, Karen made her way down to Florida in 1990 for warmer climates and to raise a family. She brings over 25 years of experience specializing in both human resources and finance for various firms. She had...
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Megan Walker

Office Manager

Megan@estateandbusiness.net

Megan is a Florida native who originally grew up in nearby Longwood before settling here in Altamonte Springs with her family. She joined Estate & Business Planning Group in 2008 after working for a large firm in town. She was drawn to...
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Mary Prado

Assistant Office Manager

Mary@estateandbusiness.net

Mary is a Notary Public with the state of Florida and has an extensive background in Customer Service and Project Management even before she joined Estate & Business Planning Group in 2012. As lead coordinator of her husband’s...
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Mary Ann Sipp

Office Administrator

MaryAnn@estateandbusiness.net

Mary Ann is originally from Roseville, Michigan and was raised in nearby Brandon, FL. She joined our team after many years running internal operations and finances in the dental and banking industries. Having an opportunity to migrate...
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Nicole Hanrahan

Office Administrator

Nicole@estateandbusiness.net

Nicole is our newest member of the EBPG family and was born in Nashville, TN. She moved to the Oviedo area in 1995 and grew up loving sports; playing mostly volleyball. Prior to joining our team, she worked in the travel & leisure...

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