Our Financial Services & Wealth Management Team

Financial Advisors

Thomas  Fross

Thomas Fross

Founder, Private Wealth Manager

(352) 205-7800

(352) 205-7863

Patrick  Fross

Patrick Fross, RICP®

Private Wealth Manager

(352) 205-7800

(352) 205-7863

Casey O'Rourke

Casey O’Rourke, CPFA®

Private Wealth Manager

(352) 205-7800

352-205-7863

Renee Springstead

Renee Springstead, CPFA®

Private Wealth Manager

(352) 205-7800

(352) 205-7863

Zechariah  Montera

Zechariah Montera

Private Wealth Manager

352-205-7800

(352) 205-7863

Operations

Rhonda Frasier

Rhonda Frasier

Office Manager

(352) 205-7800

(352) 205-7863

Lisa Sams

Lisa Sams

Front Office Manager

(352) 205-7800

(352) 205-7863

Andrea Roberts

Andrea Roberts

Director of Corporate Communications

(352) 205-7800

(352) 205-7863

Janice DiDonato

Janice DiDonato

Front Office Assistant

(352) 205-7800

(352) 205-7863

Amanda DeWeese

Amanda DeWeese

Front Office Assistant

(352) 205-7800

(352) 205-7863

Administrative

Lisa Chisholm

Lisa Chisholm

Administrative Assistant

(352) 205-7800

(352) 205-7863

Allison Norcutt

Allison Norcutt

Registered Investment Services Associate

(352) 205-7800

(352) 205-7863

Makenna Fross

Makenna Fross

Administrative Assistant

(352) 205-7800

(352) 205-7863

Michelle Hair

Michelle Hair

Registered Administrative Associate

(352) 205-7800

(352) 205-7863

Tara Bain

Tara Bain

Administrative Assistant

(352) 205-7800

(352) 205-7863

Taylor Furr

Taylor Furr

Administrative Assistant

(352) 205-7800

(352) 205-7863

Tucker Woods

Tucker Woods

Registered Investment Services Associate

(352) 205-7800

(352) 205-7863

Tina Spradlin

Tina Spradlin

Administrative Assistant

(352) 205-7800

(352) 205-7863

Leslie Wojcik

Leslie Wojcik

Registered Investment Services Associate

(352) 205-7800

(352) 205-7863

Jennifer Bolin

Jennifer Bolin

Administrative Assistant

(352) 205-7800

(352) 205-7863

Giving Back

Giving Back

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