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!).
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.
Meet Your 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 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.
Client Service Associate
Michelle was born in Northern California, and raised in Tampa, Florida. After moving to Michigan and raising her family she decided to relocate back to the Tampa Bay area. She has been in the financial services industry for over a decade servicing clients.
She is a Notary Public and additionally holds a Life, Health and Annuity Insurance License in the State of Florida and is a current member of NAIFA (National Association of Insurance & Financial Advisors) Tampa Bay. Michelle previously held her Series 7 securities license and is currently studying for her Series 65 Investment Advisor Representative registration.
Michelle has three grown children that she enjoys visiting in Michigan, California and Texas. She loves the outdoors and appreciates a good glass of wine.
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 social media, emails and newsletters, and manages 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, Chicago's can't-be-beat food scene, and anything to do with the outdoors.
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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