Click on a team member’s photo to view their full biography. You will have access to all phone extensions regardless of which of our phone numbers you dial; Orlando Area – Maitland (407)869-6228, Melbourne (321)253-5400, or toll-free in the US (877)869-6228.
Click on a team members photo to view their full biography:
Dan Moisand, is a CERTIFIED FINANCIAL PLANNER™ professional, providing financial planning and investment management from offices in Melbourne and Orlando, Florida. He is a happily married father of two great kids and regarded by many as one of America’s top financial advisors.
Dan has over 22 years of experience in investment management and financial planning. Recognition began in 2002 when he was dubbed a “Future Star” by Financial Advisor magazine and made Worth magazine’s list of the top 250 Advisors in America. In subsequent years, he was named one of the most influential professionals in financial planning in a ”Movers and Shakers” issue of Financial Planning and twice more received similar honors from Investment Advisor and Accounting Today. He has been lauded as one of America’s top financial planners in Financial Advisor, Florida Today, Investment News, Journal of Financial Planning, Research, Solutions, Wealth Manager, and the Wall Street Journal Online.
More recently, he was the subject of a “10 Questions” interview in the April 2013 issue of the Journal of Financial Planning and a profile in the November 2012 issue of Financial Planning magazine. The pieces touch on a few of his career highlights, travels, advocacy for the financial planning profession, and expertise in retirement planning.
Moisand’s record as a financial planner and a leader within the financial planning profession made him the subject of a two-page profile in The History of Financial Planning (Wiley & Sons, 2009) and he was mentioned as a notable in the Lifetime Achievement category of Financial Planning magazine’s 2011 Influencer Awards.
In 2007, Dan completed five years of service on the Board of Directors of the Financial Planning Association, including serving as its President and Chairman. From 1999-2001, he served on the CFP Board of Practice Standards, helping to craft the standards that apply to CFP licensees in the United States. In 2008, he was Chairman of the Discipline and Ethics Commission of the CFP Board, hearing misconduct cases involving CFP licensees and the standards he helped establish.
Moisand is a frequent source to a variety of publications and media appearing in, among others, Smart Money, CBS MarketWatch, MSNBC, Forbes, NY Times, Wall Street Journal, and USA Today. He is an active writer, producing regular columns for Journal of Financial Planning, Financial Advisor, and Florida Today. He has also produced several pieces for Financial Planning, Investment Advisor, and Space Coast Business. He has even been published in Niewuwsbrief financiele planning (Netherlands) and on Network FP (India). He is the only two time winner of the Journal of Financial Planning‘s Call for Papers competition.
Dan’s friendly style has garnered him speaking engagements to planner groups on five continents. In 2008, he was a co-leader of a delegation of 50 financial planners to Russia and led a similar delegation to China in 2011 on behalf of the Financial Planning Association.
Dan received his Bachelor of Science in Finance from Florida State University in 1989.
In May of 2013, he served the financial planning profession through his work as Chairman of the task force organizing the Financial Planning Association’s Retreat conference in Palm Springs, CA. Retreat is FPA’s premiere conference for the best and brightest thought leaders in the profession who gather for executive-level networking, cutting-edge educational sessions, and ground-breaking discussions.
Charlie E. Fitzgerald, III, is a principal and founding member of the firm. With the support of our team of professionals, he provides financial planning and investment services to corporate executives, business owners, retirees and trustees. Charlie began work in the profession in 1984 and acquired his CERTIFIED FINANCIAL PLANNER™ certification in 1992. He has been practicing full-time since 1996. From 1983 to 1996, he was a Business and Finance Manager for AT&T.
Charlie is the Chairman and Past President of the Financial Planning Association of Florida. Charlie was the inaugural President of this state council in 2006 and 2007. He served as Chairman in 2008 and then from 2009 to 2011, he served as the Chairman of the Government Relations Committee. In 2009, Charlie was selected from a nationwide field of nominees within FPA’s 23,000 national members to receive their elite “Heart of Financial Planning Distinguished Service Award” for his work in the establishment of the FPA of Florida. In 2004 and 2005, Charlie was the President and Chairman of the FPA of Central Florida, and currently serves as Director.
His advice has been featured in various media sources including NBC Channel 2, ABC Channel 9, Orlando’s 540AM radio, The Florida News Network, Dow Jones News Wire, The Wall Street Journal, USA Today, Orlando Sentinel, Financial Planning, CNN/Money, Financial Advisor, and Wealth Manager magazines, and Solutions (a supplement to the Journal of Financial Planning). He has also served as co-host on Orlando’s WDBO-AM 580 “Ask the Experts.”
Charlie graduated from the University of Florida with honors with a Bachelor of Science in Business Administration. He majored in Finance and was a member of the Phi Kappa Phi Honor Society.
Charlie has been a resident of Orlando/Winter Park since 1965. He has been married for 25 years and has three children.
Ronald Tamayo is a principal and founding member of the firm. He specializes in retirement planning, investment management and tax reduction strategies for corporate executives and business owners. He acquired his CERTIFIED FINANCIAL PLANNER™ certification in 1994 and has over 25 years of experience in financial planning and tax compliance.
Ron’s expertise in financial planning has been recognized by the Journal of Financial Planning, where he serves on their Editorial Review Board. He also served for two years as a member of the Journal’s Editorial Advisory Board.
Ron is past Chairman and President of the Financial Planning Association of Central Florida and served as an Executive Committee member of the Central Florida Estate Planning Council. He is also a member of the National Association of personal Financial Advisors, the nation’s leading organization of fee-only comprehensive financial planning professionals.
His planning advice has been featured in various national and local media including Smart Money magazine, Florida Trend magazine, Morningstar, Winter Park/Maitland Observer and the Orlando Sentinel.
Ron earned a Bachelor of Science degree in Accounting from Orlando College and was an Adjunct Instructor of Financial Planning and Investments at the University of Central Florida.
Derrick Chandler is a CERTIFIED FINANCIAL PLANNER™ professional who has been with the firm since 2002 and oversees our Portfolio Management Department. His clients are retirees, business owners, and young professionals who are building their financial portfolios and wish to secure their cash flow, minimize taxes, develop a financial plan/retirement model and have their investments professionally managed.
Derrick’s expertise lies in the areas of designing complex financial plans and retirement models. These scenarios include tax projections, portfolio performance, cash flow analysis, long term care needs analysis, and determining sustainable withdrawal rates for client portfolios. He also works with our business clients in the design of their 401(k) plans and monitors the allocation of the investments.
Derrick is an active member of the Central Florida chapter of Financial Planning Association where he has participated on the “Financial Planning Hotline” for several years. His planning advice has been featured often in the Orlando Sentinel’s “Ask an Expert” column.
Derrick earned a Bachelor of Science degree in Finance from the University of Central Florida, where he also completed their rigorous Financial Planning Certificate Program.
Lynne Strynchuk has been providing financial planning and investment analysis to professionals, executives, business owners, retirees, widows and widowers, and trustees for almost twenty years. She utilizes her experience with an emphasis on investment research and comprehensive financial planning.
Lynne has been quoted in various media outlets, including Money.CNN.com, nextavenue.org, Financial Planning magazine, and the Orlando Sentinel.She has also given presentations to various organizations.
In May of 2012, Lynne was given the distinction of serving as one of only twelve subject matter experts to review and refine potential questions for a recent CERTIFIED FINANCIAL PLANNER™ Certification exam. This exam has a typical pass rate of 55%.
Lynne holds an MBA degree from Duke University and a Bachelor of Science degree from Auburn University. She began working in the investment industry in 1990 while attending graduate school. Lynne is a former stock analyst for a major regional brokerage firm, and served as the resident financial and investment planner for the Space Coast’s largest local CPA firm for ten years. She acquired her CERTIFIED FINANCIAL PLANNER™ designation in 2002 and also holds the Certified Divorce Financial Analyst™ designation. Lynne is a Board Member of the Community Foundation of Brevard.
Mike Salmon is a CERTIFIED FINANCIAL PLANNER™ professional who has been with the firm since 2007. Mike’s expertise lies in the areas of investment portfolio construction and designing comprehensive financial plans. These plans include cash flow analysis, long term care and life insurance needs analysis, and determining sustainable withdrawal rates for client portfolios. Mike also assists with year-end tax projections and tax preparation of individual tax returns and has earned the Registered Tax Return Preparer (RTRP) status through the Internal Revenue Service.
Mike is an active member of the Central Florida chapter of Financial Planning Association, where he has participated in the “Financial Planning Hotline” for several years. His planning advice has been featured often in the Orlando Sentinel’s “Ask an Expert” column.
Mike earned a Bachelor of Science degree in Financial Counseling and Planning from Purdue University.
Pam works as Client Service Manager for Charlie Fitzgerald. She assists his clients with a variety of account services such as new accounts, transfers, rollovers, beneficiary changes, address changes, account title changes, coordinating with estate planning attorneys and processing client letters of instruction. She also works closely with the other Client Service Managers and partners to assure all client needs are met.
Yutanna works as Client Service Manager for Ron Tamayo. She assists all the Partners with a variety of client account services such as new accounts, transfers, rollovers, beneficiary changes, address changes, account title changes, coordinating with estate planning attorney offices, processing client letters of instruction and tax return preparation. She backs up all other Client Service Managers.
Michelle is responsible for all accounting, payroll, screening for new hires, and any special projects assigned. She assists Dan with Compliance and Charlie with Human Resource duties.
Tracy works as Client Service Manager for our Melbourne area advisors, Lynne Strynchuk and Dan Moisand. She assists with a variety of client account services such as new accounts, transfers, rollovers, beneficiary changes, address changes, account title changes, coordinating with estate planning attorney offices, and processing client letters of instruction. She backs up all other Client Service Managers.
Morgan works as a Financial Analyst Associate. She recently graduated from the University of South Florida with a Bachelor’s degree in Accounting. She assists the Financial Planning Department with posting daily downloads, proofing daily trade blotter, entering data of outside balances/transactions into our portfolio management software as well as assisting with the quarterly reports process.