Team
Robert and Thomas Fross
Founders, Forbes Columnists, CNBC & Fox Business Contributors
(352) 205-7863
Robert and Thomas Fross founded Fross & Fross Wealth Management with the shared vision of creating a truly world-class experience for their clients. In the years leading up to its founding, Thomas and Robert shared careers in the financial
Patrick holds the Retirement Income Certified Professional (RICP®) designation, the Series 7 and 66 professional registrations from the Financial Industry Regulatory Authority (FINRA). RICP® conferred by The American College.
Casey is one of our newest additions here at Fross & Fross, but certainly not new to the industry. He brings to us roughly 10 years of experience in the Financial Services industry, currently holding his Series 6, Series 7, Series 63,...
Judy brings many years of Client Relations experience to the Fross & Fross family. Since she joined us in 2007, her dedication to our clients and passion for helping people is apparent in everything she does. Judy has over twenty years...
Before joining the team at Fross and Fross, Renee gained experience working for several Fortune 500 Companies as a manager of training and customer support. In this position, Renee worked with clients to help them develop a deep...
Allison Norcutt
Registered Investment Services Associate
Allison joined the Fross & Fross team in 2015. Throughout her over 20 years of experience in the financial industry, she has mastered countless skills that both enrich our team and broaden our client services. As a member of our team,...
Lisa comes to the Fross & Fross team with an extensive background in customer Service and Office Administration. Her experience is reflected in her care and concern for our clients. Her experience ranges from Assistant Property Manager...
Debbie brings to the firm a deep legal, administrative and customer service background, making her perfect for her role as Administrative Assistant. She has spent the majority of her career assisting senior partners in law firms...
Lisa brings many years of Client Relations experience to the Fross & Fross family. Since she joined us in 2016, her passion for service is evident daily. Lisa has over twenty years of experience with roles she held at the Alabama...
Zechariah Montera
Registered Investment Services Associate
Zechariah, the oldest of four children, was born and raised in Colorado where he spent his time white water rafting, skiing, snowboarding, and hiking. He attended Colorado Christian University majoring in business with a concentration...