Broker Check

Our Financial Services & Wealth Management 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
  • Tim Crofford
  • Tina Spradlin
  • Tucker Woods, CFP®
  • Zechariah Montera, CFP®

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, CFP®

Private Wealth Manager

352-205-7800

(352) 205-7863

Tucker Woods

Tucker Woods, CFP®

Portfolio Strategist

(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

Executive Assistant to Patrick Fross

(352) 205-7800

(352) 205-7863

Taylor Furr

Taylor Furr

Administrative Assistant

(352) 205-7800

(352) 205-7863

Tina Spradlin

Tina Spradlin

Executive Assistant to Renee Springstead

(352) 205-7800

(352) 205-7863

Leslie Wojcik

Leslie Wojcik

Registered Investment Services Associate

(352) 205-7800

(352) 205-7863

Jennifer Bolin

Jennifer Bolin

Executive Assistant to Casey O'Rourke

(352) 205-7800

(352) 205-7863

Tim Crofford

Tim Crofford

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.