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OUR TEAM

A Comprehensive Financial Planning Supported by Teams of Specialists



Members

Rob Clark,
CFP®
(view bio)

Miriam Moreno
(view bio)

Tony Moreno, Jr.,
ChFC®
(view bio)


Elizabeth (Lisa)
Moreno-Haramboure
(view bio)

Scott Peelen,
ChFC®
(view bio)

Christina Pinto,
CFP®
(view bio)


Andrew Keefer,
Senior Associate
(view bio)

Nick Manson
Senior Associate
(view bio)

 

Client Support Staff

Maria Stewart,
Assistant to Rob Clark
(view bio)

Maxine Ferber,
Executive Administrative Assistant
(view bio)

Vivian Gonzalez
Director of First Impressions
(view bio)


Allie Kane
Client Care Manager/Executive Assistant
(view bio)

Judy McDaniel
Account Manager - Benefits
(view bio)

Renee Hoegler,
Paraplanner
(view bio)


Sarah Lapham,
Winter Park Office Manager
(view bio)

David Maze
Research Analyst
(view bio)

 

Services

Comprehensive Financial Planning
  Rob Clark (view bio)
  Tony Moreno, Jr. (view bio)
  Scott Peelen (view bio)
  Christina Pinto (view bio)
  Nick Manson (view bio)

Developing & Managing Investment Plans
  Rob Clark (view bio)
  Andrew Keefer (view bio)
  Nick Manson (view bio)

Designing Executive & Employee
Health Benefit Plans

  Elizabeth (Lisa) Moreno-Haramboure (view bio)

 

Planning for Sale or Transition of Business
  Tony Moreno, Jr. (view bio)

Managing Risk
  Tony Moreno, Jr. (view bio)
  Scott Peelen (view bio)
  Christina Pinto (view bio)

Government Affairs and Business Development
  Scott Peelen (view bio)

 

Our Team
Orlando Location
Winter Park Location
Photo Gallery
Talk to Us

   
© 2016 MPC 407.246.1515

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Neither business transactions nor communications related to securities and/or personalized investment advice for compensation can be made without full compliance with your state’s registration requirements. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Independent Financial Partners, A Registered Investment Advisor and separate entity from LPL Financial. Licensed to Sell Life Insurance in CA, FL, GA, MI, NY, SC, TX, UT, TN, Puerto Rico. The LPL Financial registered representatives associated with this site may discuss/transact securities business with residents of: CA, FL, GA, MI, NY, SC, TX, UT, TN.

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