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Meet the Team


 

Thomas Fross

President & CEO

(352) 205-7800

(352) 205-7862

Thomas Fross founded Fross & Fross Wealth Management with his brother Robert, who shared the vision of creating a truly world-class experience for their clients. Prior to starting the firm...

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Robert Fross

Co-Founder, Wealth Advisor

(352) 205-7800

(352) 205-7862

Robert Fross founded Fross & Fross Wealth Management with his brother Thomas after a successful career in the financial services industry, which included an executive management position at a renowned...

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Patrick Fross, RICP®

Vice President, Wealth Advisor

(352) 205-7800

(352) 205-7863

Patrick joined his brothers Thomas and Robert at Fross & Fross Wealth Management in 2009. He holds the Retirement Income Certified Professional (RICP®) designation conferred by The American College...

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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...

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Casey joined Fross and Fross Wealth Management in June 2013 and is a veteran of the financial services industry. He started his career in...

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Rhonda has worked with the Thomas and Robert Fross for over a decade. When Fross & Fross Wealth Management was born, Rhonda was an instrumental part in its creation and is essential...

 

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Lisa Sams

Front Office Manager

(352) 205-7800

(352) 205-7863

Lisa, who joined the Fross & Fross Family in 2016, brings many years of Client Relations experience to the Fross & Fross Family. She has 20+ years of client care experience...

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Andrea LaRocca

Director of Corporate Communications

(352) 205-7800

(352) 205-7863

Andrea joined the Fross & Fross Family with a strong background in Event Management and Marketing in 2019. With a degree in Advertising and Public Relations from the University of Central Florida, she brings...

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Michelle Hair

LPL Registered Administrative Associate to Thomas Fross

(352) 205-7800

(352) 205-7862

Michelle, a native Floridian, has spent over 20 years in the banking industry in Central Florida where her “get it done” attitude helped her to succeed in numerous roles; from...

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Zechariah Montera

Registered Investment Services Associate to Thomas Fross

352-205-7800

(352) 205-7862

Zechariah is a native of Colorado where he helped develop a Search and Rescue team in Vail, as an EMT and worked as a whitewater raft guide on the river. Following a move...

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Allison Norcutt

Registered Investment Services Associate to Robert Fross

(352) 205-7800

(352) 205-7863

Allison joined the Fross & Fross team in 2015. Throughout her over 20 years of experience in the financial industry, she has mastered countless skills...

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Judy L. Gerbig

Executive Assistant to Patrick Fross

(352) 205-7800

(352) 205-7863

Judy joined the Fross & Fross family in 2007 and is our most tenured employee. She has spent 30 years in customer experience roles with...

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Lisa Chisholm

Administrative Assistant to Patrick Fross

(352) 205-7800

(352) 205-7863

Lisa comes to the Fross & Fross team with an extensive background in customer Service and Office Administration. Her experience is reflected in...

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Michael Fross

Administrative Assistant

(352) 205-7800

(352) 205-7863

Michael Fross brings a new approach and fresh perspective to the practice. Michael’s experience managing client’s cases through the administrative process is a skillset that is...

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Makenna Fross

Administrative Assistant

(352) 205-7800

(352) 205-7863

When Makenna Fross officially joined the business, she quickly became an indispensable team member. Her ability to assist with tasks and perform behind the scenes work...

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