Finding a financial professional you can trust is key to achieving a successful retirement.
Certified Financial Fiduciaries® (CFF) are sworn to uphold the highest moral, ethical and fiduciary standards of service when providing advice to potential or existing clients. By choosing to work with a Certified Financial Fiduciary® you can be confident that your best interests will always come first!
Julie Manning consults and advises clients on key risk factors they may face in retirement, helping them build a plan to get from point A to point B with certainty. As she answers questions and provides guidance to clients, she keeps her focus on addressing their personal needs and goals, always making decisions that are best for the client.
After more than 23 years in the financial services industry, Julie started Keystone Financial Planning with one focus: create a more personalized approach for clients. “I believe that the old model of lots of fees with little service doesn’t align with what should be happening in financial planning,” she said. “I wanted to discover new and improved ways to serve clients.”
Julie’s approach is to deliver a client experience that is never rushed or intimidating and often educational. She has received Circle of Excellence recognition by Women in Financial Services (WIFS), a national organization that supports women in financial services. Julie partners with Woman’s Worth®, a unique program that helps women understand the relationship between health and wealth. She earned her Retirement Income Certified Professional® (RICP®) designation to provide even more value to her clients and is a Certified Financial Fiduciary (CFF)®.
Julie and her husband, Greg, have four children, one grandson and 14 chickens. She fills up her free time with a variety of activities, including gardening, painting, working out, and playing with her grandson.
David Schlossberg is the founder of Assured Concepts Group, providing holistic financial planning
for near-retirees and retired individuals. As a Wealth and Tax Advisor he helps clients see the “big picture” and find a balance between distribution, conserving assets, maintaining income, protecting investments, and minimizing tax burden.
Schlossberg began his financial services career almost forty years ago in the insurance field and he is
licensed in Life, Health, and Long Term Care. In 1997 he entered the securities industry with the founding of Assured Concepts Group. He is a REGISTERED FINANCIAL CONSULTANT™ (RFC™), an Enrolled Agent with the Internal Revenue Service, a National Social Security Advisor (NSSA®). Schlossberg has also been conferred the prestigious Accredited Investment Fiduciary™ (AIF™) designation by Fi360 and The Center for Fiduciary Studies and formerly was credentialed as a Certified Estate Planner and a Certified 401(k) Professional™ (C[k]P™).
The RFC designation is awarded to financial advisors who meet high standards of education, experience,
and integrity, and who annually fulfill continuing professional education in the field of personal finance
and professional practice management. The NSSA® Certificate enables Schlossberg to help individuals and couples improve their financial security during retirement years through maximization of Social Security benefits and Medicare Supplemental coverage.
As a member of the National Association of Enrolled Agents he is a federally licensed tax professional who has unlimited rights to represent taxpayers before the IRS. Schlossberg is also a member of the Society of Senior Advisors, a group of professionals who are able to demonstrate their competence and knowledge of working with older adults and a registered Charitable Emissary for the National Community Foundation an organization that works with a team of professional advisors providing planned giving vehicles that assist charities in fulfilling their mission.
Today, Schlossberg and his team assists families and individuals across the nation – from Virginia to California – in defining their financial goals and helping to create a plan to most effectively meet those goals. His past experience includes serving as a mortgage broker and real estate investor which gives him a unique perspective and deeper understanding when assisting clients who are considering real estate as a retirement investment.
Schlossberg is committed to ongoing education to keep abreast of the latest planning strategies and
changes to tax law, attending more than 40 days of continuing education events per year. With a strong
belief in helping to educate his community, Schlossberg lectures on a regular basis on financial matters at various universities. He has been a frequent guest speaker for groups such as the National Republican
Committee, National Association of Retired Federal Employees, and the Senior Advisor Expo. He has been a contributor or featured author on articles published in The Wall Street Journal, BusinessWeek, and industry trade magazines.
Schlossberg actively donates his time and talents to charities near to his heart. As the father of a son with muscular dystrophy, he is passionate about the outstanding work done by Parent Project MD
(www.parentprojectmd.org) and Canine Companions for Independence (www.cci.org). As part of his
commitment to giving, Schlossberg donates a portion of all financial planning fees to the designated
charities of his clients’ choice as well as to his own charitable causes.
Fortunate and blessed to be in the profession, Schlossberg’s positive perspective carries over into everything he does and into the financial advice he gives. His clients are truly like family to him, helping his clients in matters big and small - which they know and appreciate. He helps his clients “sleep well at night” with the knowledge that he and his team are keeping watch.
He is a seven-time consecutive year winner of the esteemed Five Star Professional Award. (See https://www.fivestarprofessional.com/spotlights/26931 for Dave’s 2018 profile.) Less than 5% of financial advisers qualify to be a one-time winner; winning the award multiple times is a testimony to Dave’s high level of professionalism and customer service.
Schlossberg is a Registered Representative and Investment Advisor Representative offering securities through FSIC. He is a member of FINRA/SIPC, and has a Series 6, 7, 63, and 66 registrations. In addition, he remains fully licensed in Life, Health, and Long-Term Care Insurance.
“I truly love what I do, and it is a pleasure to be here every day. For eighteen years I’ve come to the same office space and it never gets boring when you love what you do, and you strive always to get better and learn even more. I get to visit regularly with what has become my extended family (my clients) and use my unique talents and experiences to bring value to folks I come to care about. What could be better?”
Christina Maria Lamb is a Financial Planner and IRS Enrolled Agent with Nelson Financial Planning (NFP) as well as a FINRA Registered Representative and Principal of Nelson Ivest Brokerage Services (NIBS), in Winter Park, Florida.
Mrs. Lamb graduated from the University of Central Florida earning her Bachelor of Science degree in Business Administration as a finance major. While attending college, Mrs. Lamb worked a full-time accounting position with Aramark and joined the NFP team as a financial intern back in January of 2004.
Mrs. Lamb holds an Enrolled Agent designation from the Department of the Treasury Internal Revenue Service, a Series 6 Securities License, Investment Company Products/Variable Contracts Representative and Series 26 Securities Principal License, Investment Company and Variable Contracts Products Principal.Mrs. Lamb specializes in integrating tax implications throughout an individual’s financial plan.
Mrs. Lamb’s volunteer work in the community includes involvement with local public schools in the Kissimmee/Saint Cloud area where she grew up, along with yearly participation with the American Cancer Society.
Mrs. Lamb has been married to Eric Lamb since 2008. They have one son Ethen, who currently is involved with the Boy Scouts of America and hockey.
My experience initially as a Contracting Officer Representative while active duty in the U S Army set me on the path I’m on currently.I’d always been a helper to people, from a child to present, in some capacity or another.In this area of business, since April 2012.As this list lengthens on those I serve, I’m more impacted on how these lives are changed by the service and commitment brought to them.Because of that, I will continue to stand for them and those they desire I serve
Colton Cockerell is a financial advisor for Sharer McKinley Group, LLC. His passion is working with people and assisting them in reaching their financial goals through fiduciary, prudent investment advisory services and strategies. Since joining the Sharer McKinley team, his role as an investment advisor is focused on the design and implementation of retirement plans for his trusted clients. He also works closely with younger families advising on the importance of saving for college through tax-advantaged investments.
Cockerell began his financial career working as Director of Operations with Sharer McKinley Group, LLC in 2013. While in this role, he was responsible for servicing and communicating with many diverse clientele. Because of this, he was able to learn, grow and develop the skills necessary to perform each task at a high level while understanding the importance of giving every client the time and attention necessary to achieve all of their pre and post retirement goals.
Cockerell is a graduate of the University of Houston – Clear Lake with a degree in Finance. Outside of the office, he volunteers at Bay Area Church in the worship and youth ministries and enjoys golfing, hiking and being outdoors.
Alexander has extensive leadership experience working with Fortune 500 companies in development & marketing. He has 12 years experience specific to financial planning. His experience has primarily been focused in for-profit business, however his most recent leadership position was specific to one of the largest non-profits in the country for blind children. Alexander takes great pride in being an asset to his community at large and is always looking for creative ways to help others.
Robert Crane founded The Crane to work exclusively with mature investors and help them protect their financial assets.
Bob’s 35 years career has been devoted in the insurance industry, specially assisting retirees and pre-retirees with estate planning, asset preservation and proper financial planning. Bob adheres to the highest standards and qualifications prescribed by the National Association of Insurance and Financial Advisors (NAIFA). In addition to attaining the prestigious CLU, ChFC and CASL designation also he is Certified Financial Fiduciaries.
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