Staff

Dan

     Dan has been a licensed 215 representative since 2015 and a series 65 registered investment advisor since 2016. Dan has worked in conjunction with the team at SFS since 2014 and has a background in managing money for over 9 years. Dan loves to scuba dive and his passion is catching lobsters on the east coast of Florida. He’s also been known to swim with the sharks, which gives him lots of practice when managing your money!


Joshua

     Josh has been with the SFS team since January 3rd of 2017. He interned with SFS in 2016 and decided to leave his career at Deutsche Bank to come to work with us at SFS. He’s a graduate of the University of Florida in Gainesville where he earned a scholarship to attend, and earned a spot on the dean’s list several times. He quickly studied and passed his series 65 exam at the end of January, becoming an investment advisor representative with Bucket List Wealth Management, Principal Dan Quirk. Josh enjoys spending time with his family and friends who all live in Florida.


Lynzi

     Lynzi has worked for SFS for nearly five years. She is a licensed representative with a 215 in Florida. She runs all of the administrative and client related services and does so with a huge smile. In her free time she enjoys spending time with her dog Dozer and her nephew Gage, along with family and friends.


Christina

     Christina is a licensed representative at the 215 in Florida and she’s work for SFS for almost three years. Christina runs the front office but also is involved in client related services. In her free time she enjoys spending time with her husband and their four children, ranging in age from 6 months to 11 years old!


Chris

     With over 20 years of experience in the information technology industry, Chris heads up our department of Internet Security as its director. Chris has worked with SFS for over eight years, coming on board full-time nearly five years ago. Prior to becoming our Director of Internet Security Chris had a successful IT consulting company with clients such as Auto Trader, Hewlett Packard, and Despagar, as well as countless local companies. Chris and his wife are the proud parents of 5 year-old twins who are looking forward to starting kindergarten!


Jessica

     Jessica is jeans niece and she has been a staple with senior Financial SFS since 2012. Jessica heads up all the events planning as well as coordination of the client newsletters and Hot Topics that go out. Jessica and her husband have have been married for almost five years now and they have a 2 year-old daughter and a new baby on the way due on Thanksgiving 2017.