Team

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...

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...

Jeff Heard is a second 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...

Ethan Heard is a third generation Florida Native. He graduated high school from Liberty Preparatory School and went on to study at Seminole State College. There he graduated at the top of his class with a degree in...

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...

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...

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...

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...

Nicole was born in Nashville, TN and moved to the Oviedo area in 1995. She grew up loving sports; playing mostly volleyball for many years. Prior to joining our team, she worked in the travel & leisure industry coordinating family...

Shelly was born and raised in Pennsylvania and moved to Florida for the warmer climate and to be closer to family. She brings over 12 years’ experience in the financial services industry and works closely....