Derrick Chandler, CFP®
Financial Advisor

Derrick is the team leader of our Financial Planning Department and has been with the firm since 2002.  He assists the Partners with the development of Client Financial Plans and the development of Client Investment Review materials utilizing the firm's various portfolio management systems.  He is responsible for the firm’s securities trading, client quarterly reports, as well as training and overseeing the team.  .

Pam Grabe
Client Service Coordinator / Personal Assistant

Pam works as Client Service Coordinator 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 Coordinators and partners to assure all client needs are met.

Yutanna Moore
Client Service Coordinator/Personal Assistant

Yutanna works as Client Service Coordinator 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 Coordinators.

Michelle Murphy
Office Manager

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.

Mike Salmon, CFP®
Financial Analyst

Mike works as a Financial Research Associate. He recently graduated from Purdue University with a Bachelor's degree in Financial Counseling and Planning. He 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.

Tracy Smith
Client Service Coordinator / Personal Assistant

Tracy works as Client Service Coordinator for Dan Moisand. 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, and processing client letters of instruction. She backs up all other Client Service Coordinators.

Lynne Strynchuk, CFP® CDFA™
Financial Advisor

Lynne Strynchuk is a Certified Financial Planner™ and Certified Divorce Financial Analyst™. She earned her MBA from Duke University. She joined us in 2010 after working for 10 years as the in-house financial advisor at the largest CPA firm on the Space Coast. Prior to that, she was an analyst for a major brokerage firm, covering banks and savings and loan companies. Lynne’s expertise lies in the areas of investment analysis, retirement planning, divorce financial consequences, estate planning, and asset allocation. She is a member of the Brevard County Estate Planning Council and serves on the Board of the Brevard Unit of the American Cancer Society. 

Morgan Tamayo
Financial Research Associate

Morgan works as a Financial Research 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.