Our Team

Meet the Team

Allison Norcutt
Amanda DeWeese
Andrea Roberts
Casey O’Rourke, CPFA®
Janice DiDonato
Jennifer Bolin
Leslie Wojcik
Lisa Chisholm
Lisa Sams
Makenna Fross
Michelle Hair
Patrick Fross, RICP®
Renee Springstead, CPFA®
Rhonda Frasier
Tara Bain
Taylor Furr
Thomas Fross
Tina Spradlin
Tucker Woods
Zechariah Montera

Financial Advisors

Thomas Fross

Founder, Private Wealth Manager

(352) 205-7800

(352) 205-7863

Patrick Fross, RICP^®

Private Wealth Manager

(352) 205-7800

(352) 205-7863

Casey O’Rourke, CPFA^®

Private Wealth Manager

(352) 205-7800

352-205-7863

Renee Springstead, CPFA^®

Private Wealth Manager

(352) 205-7800

(352) 205-7863

Zechariah Montera

Private Wealth Manager

352-205-7800

(352) 205-7863

Operations

Rhonda Frasier

Office Manager

(352) 205-7800

(352) 205-7863

Andrea Roberts

Director of Corporate Communications

(352) 205-7800

(352) 205-7863

Lisa Sams

Front Office Manager

(352) 205-7800

(352) 205-7863

Janice DiDonato

Front Office Assistant

(352) 205-7800

(352) 205-7863

Amanda DeWeese

Front Office Assistant

(352) 205-7800

(352) 205-7863

Administrative

Allison Norcutt

Registered Investment Services Associate

(352) 205-7800

(352) 205-7863

Michelle Hair

Registered Administrative Associate

(352) 205-7800

(352) 205-7863

Leslie Wojcik

Registered Investment Services Associate

(352) 205-7800

(352) 205-7863

Tucker Woods

Registered Investment Services Associate

(352) 205-7800

(352) 205-7863

Lisa Chisholm

Administrative Assistant

(352) 205-7800

(352) 205-7863

Tara Bain

Administrative Assistant

(352) 205-7800

(352) 205-7863

Tina Spradlin

Administrative Assistant

(352) 205-7800

(352) 205-7863

Makenna Fross

Administrative Assistant

(352) 205-7800

(352) 205-7863

Jennifer Bolin

Administrative Assistant

(352) 205-7800

(352) 205-7863

Taylor Furr

Administrative Assistant

(352) 205-7800

(352) 205-7863

Giving Back

Our business is built on a foundation of thoughtful client relationships and giving back.