Legal & Financial 2012 Cont'd
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Ronald W. Garrison, CFP, CRPC, Vice President |
With 14 years of experience in the industry, Ronald W. Garrison, CFP, CRPC, offers a seasoned approach by someone who has successfully advised clients in making life-changing financial decisions through good markets and bad. The focus of his practice is assisting families in preparing for and enjoying life in the years after full-time work. After graduating from Baylor University with a Bachelor of Business Administration in finance, he chose to continue his professional education by become a certified financial planner and chartered retirement planning counselor.
201 E. Pine St., 11th Floor, Orlando • 407-849-4709 |
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Krista Inochovsky |
Krista Inochovsky is the director of new business development, marketing and client relations at Synergy Financial Solutions. She has gained experience in the financial planning industry during the past 10 years and strives to build trust and long-term relationships with clients. She introduces clients to financial strategies and retirement income plans to match their visions. 407-353-1111 |
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Neil Oehlstrom, Financial Advisor |
Neil Oehlstrom is a Financial Advisor with Edward Jones. His office is located in the Ashley Park business complex in MetroWest, and he has been serving the MetroWest, Dr. Phillips, Bay Hill and Windermere areas for more than 15 years. The Edward Jones firm works with individual investors to assist in meeting their financial needs for retirement, savings, education and estate planning. Oehlstrom, a long-time Central Florida resident, serves clients throughout Florida and the U.S., and is available to meet at his office or clients’ homes for a complete and complimentary financial review.
3200 S. Hiawassee Road, Suite 204, Orlando • 407-295-8300 |
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Keith A. Simpson, M.B.A. |
Keith A. Simpson, M.B.A., has provided financial advice for more than 12 years. Prior to joining Lake Advisory Group in 2009, Simpson was a financial adviser at Merrill Lynch and MetLife. Simpson offers comprehensive financial services, including portfolio management, annuities, insurance review, estate and gift tax planning, and stock option planning. He earned his bachelor’s at Park University and master’s at Saint Martin’s University. Simpson retired from the U.S. Army in 1999 after more than 20 years of service.
407-617-9920 |
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David I. Strunc, CRPC, Founding Partner |
David I. Strunc, CRPC, founded Sunrise Wealth Advisors Inc. with the idea of breaking away from the big firms and wire-houses by not selling proprietary products, but instead offering advice that is completely independent and unbiased. Strunc focuses and specializes in small-business planning, practicing doctors and attorneys, Deferred Retirement Option Program and Florida Retirement System plans, families acquiring wealth, and 401(k) and IRA rollover options, as well as planning for life and income after age 65.
6052 Turkey Lake Road, Suite 101, Orlando • 407-237-0116 |
LEGAL PROFESSIONALS
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Paula F. Montoya |
Paula F. Montoya is the legal administrator for Jackson Law, P.A., and she manages the immigration law practice. She is currently enrolled in the Dwayne O. Andreas School of Law at Barry University and brings six years of comprehensive immigration experience in many areas, including family/marriage visas, employment visas, investor visas, green cards and naturalization. Montoya earned her bachelor’s in international affairs at Rollins College, and she speaks English, Portuguese, Spanish and French. She is a member of the American Immigration Lawyers Association and Women On A Mission To Earn Commission.
5401 S. Kirkman Road, Suite 310, Orlando • 407-363-9020 |
