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!).
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 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.
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 Bachelor 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.
Scheduling & Events Coordinator
Megan was born in southern California and moved to Palm Harbor, FL with her family when she was 5. Megan has been an event coordinator for over 8 years, starting her career in the wedding industry and then advancing to more intimate seminars and large National conferences. She is extremely detail-oriented and organized, and really enjoys going through all the fine details of an event and seeing it all come together.
Megan received her Bachelor of Science in Communication from the University of South Florida (Go Bulls!) in Tampa, Florida. In her free time, Megan and her husband, Keith, are very busy keeping up with their 2-year-old daughter, Harper, newborn twins, Owen and Grace, and adorable dogs, Chelsea, and Bailey. She also loves to travel, reading a good book, concerts, and spending as much time with family as she can.
Financial Planning Coordinator
Shaun is a Florida native who grew up in Crystal River and recently relocated to Palm Harbor with his high school sweetheart, Caroline, who happens to also be Miss Palm Harbor! Shaun has a special passion for helping others and always staying upbeat. He has a love for numbers and analytics and is a big fan of anything Marvel, Star Wars or sports related (especially football).
Shaun attended Florida State University where he received his Bachelor of Finance and a Minor in Commercial Entrepreneurship. He and Caroline enjoy spending time on the water with friends and family, traveling, and spending time with their playful cat, Julius.
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.
For more information about any of the services or products listed, choose a time to speak with one of our advisors or register to attend one of our upcoming events.
SCHEDULE A CALL → REGISTER FOR AN EVENT →
Or give us a call at (727) 304-6000