Our Team

  • Lee Brockway

    Managing Partner - Tampa Office: Downtown

    Lee Brockway received his Bachelor’s degree in Business Administration from the University of...

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  • Brian E. Code

    Managing Partner - Tampa Office: Westshore District

    Brian Code received his Bachelor of Arts degree in Business Administration with a major in Accounting...

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  • Jordan P. Code

    Managing Partner - Tampa Office: Westshore District

    Jordan Code received a Bachelor of Science Degree in Accounting (with an emphasis in Finance) from...

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  • Matthew Dinkel

    Managing Partner - Fort Myers Office

    Since graduating from the University of Florida, Mr. Dinkel has devoted his professional career...

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  • Richard Dowse

    Managing Partner - Tampa Office: Downtown

    Richard Dowse graduated in 1987 from SUNY @ Old Westbury with a Bachelor of Science Degree in Business...

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  • Daniel Goldberg

    Managing Partner - Tampa Office: Lutz

    Dan Goldberg, Managing Partner of One Source Advisory, began his financial services career in 1994...

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  • Kevin Keever

    Managing Partner - Tampa Office: Carrollwood

    Kevin Keever received his Bachelor degree from the University of South Florida. He began his career...

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  • Sherry Perri-Anzalone

    Producer

    Sherry Perri-Anzalone started her own business, Summit Group Benefits, in 1990 at the age of 25...

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  • Keith Willett

    Managing Partner - Tampa Office: Lutz

    Keith Willett, President of KW Financial Services, Inc., began his financial services career in...

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