Meet Your Advisors
Founder & Retirement Advisor
Celine was born on Long Island, NY and is a first-generation American who stays true to her conservative values. As an Investment Advisor Representative she acts in a fiduciary capacity while focusing on full service, holistic retirement planning. She is also a licensed insurance agent for Life, Health, and Annuities in Florida, Georgia, Colorado, and Michigan. She additionally holds the designation of Chartered Retirement Planning Counselor (CRPC®) as well as that of a Master Registered Financial Consultant (MRFC®).
Celine lives in Palm Harbor, FL with her husband Frank of over 25 years and they have two beautiful grown children together, Nicole & Anthony. They love nothing more than entertaining for friends and family, traveling around the world, especially to visit family (Celine has over 100 first cousins), and being active in church and community. In addition, Celine enjoys golfing, music, theatre, and spending time on the beach with a good book (under an umbrella, of course!).
Associate Advisor & Director of Financial Planning
Max was born in Magog, Quebec, Canada and moved to South Bend, Indiana as a child before relocating to Clearwater, FL when he was a teen. Shortly after arriving in Clearwater he met the love of his life, and his now wife, and Celine’s daughter, Nicole. Max is the ultimate puzzle solver and was born for financial planning. He is brilliant with numbers, solving problems, and building plans.
Max graduated with a Bachelor’s of Science in Finance from Florida State University, is an Investor Advisor Representative and fiduciary, and also holds a Life, Health, and Annuity Insurance License in the State of Florida. He is currently a CFP® professional. Max lives in Odessa, FL with his wife Nicole, their Goldendoodle Sam, and their sassy cat, Tonka. Max enjoys anything outdoors related from boating, hiking, golfing, to skiing and is an extraordinary mixologist and entertainer as well.
Meet Your Communications Team
Client Experience Coordinator
Nicole was born on Long Island, NY and moved to Palm Harbor, FL when she was seven. She has been working alongside her mom, Celine, since she was nine. Nicole is smart, organized, and loves spending time helping our clients in any way that she can. She also is responsible for all things technological and the project manager for the office.
Nicole received her Bachelors of Science in Marketing with honors and a minor in Communication from Florida State University. She additionally held the office of Vice President of Standards in her college sorority, Kappa Kappa Gamma. She is also a Notary Public and is currently studying for her insurance license. Nicole lives in Odessa, FL with her husband Max, their Goldendoodle Sam, and their sassy cat, Tonka. Nicole is fiercely competitive and is a natural born athlete. She loves to both watch and play almost any sport. She also enjoys traveling, history, reading, the arts, fine dining, music, and entertaining.
Marketing and PR Coordinator
Megan was born in southeast Michigan and currently resides in Chicago, Illinois. She primarily works as a remote employee with periodic visits to our Palm Harbor office to attend events and team training. Megan is full of life, process oriented, and creative. She enjoys bringing our clients timely and relative information through our emails and newsletters, as well as managing Celine’s media appearances.
Megan received her Bachelor of Science in Public Relations and Advertising from Grand Valley State University (GVSU) in Grand Rapids, Michigan. Megan also has experience in financial services and small business consulting. In her free time, she enjoys traveling to northern Michigan with her husband, Jason (who is also in financial services) and their Goldendoodle, Levi. She also enjoys practicing yoga, snowboarding in the Midwest, and anything to do with the outdoors.
Meet Your Relationship Team
Client Service Coordinator
Danielle was born in Columbus, Ohio and raised in Southern, California. She moved to Pinellas, County at the age of ten. She received her Associate of Arts from St. Petersburg College. Danielle has 19 years of administrative experience and began her career in the financial services industry in 2015. She then attended the College for Financial Planning, where she obtained her Designation as a Financial Paraplanner Qualified Professional, FPQP.
In her free time, Danielle enjoys spending time with family and friends, going to the beach, bike riding, and kayaking.
First Impressions & Executive Assistant
Bella grew up in Tampa, Florida and received her Bachelor of Science in Finance from the University of South Florida. Bella holds her 2-14 Life & Annuities Insurance License and has successfully completed her SIE (Securities Industry Essentials exam) certification from FINRA.
Bella has relocated to St. Petersburg, FL with her fiancé Nic and 1 year-old pit-bull puppy, Cash. Bella loves traveling and has a bucket list of places she wants to visit around the world. She is a typical Floridian and loves spending time at the beach. She also enjoys watching rugby and football.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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Or give us a call at (727) 304-6000