Sami Guindi

I help those in grief (and the advisors who support them) navigate financial matters." In 2008, at the peak of the recession, I lost my mother to cancer in August and my father to a broken heart in November. In 2010, my paternal grandmother passed from a stroke. In 2012, I lost my oldest child. Based on those tragic events, I changed the trajectory of my career to solely help families and individuals in grief. I decided to further my education in the field of life transitions and grief. I became a Certified Financial Transitionist®, to help clients navigate through major life events and the financial transitions that accompany them. I’ve helped over 400 families navigate many financial issues and life circumstances such as grieving loss of loved ones. If my life journey and life's passion sounds like something that could help you, I would love to walk with you on your journey to Life After Grief.

With an extensive background in athletics, Marty O'Leary CFP® ChFC®, has developed his investment management and financial planning around NFL players, NFL and college football coaches, and other high-earning individuals. Customized portfolios, individualized advice, and lower than average fees combine to deliver massive value to Stadium Financial's clients.

I like to keep things simple, focus on what we can control and continuously strive to deliver better than expected outcomes. I seek first to understand, then work together with a client to craft plans, put those plans into action and review them regularly. Am I perfect? By no means. Yet, I will continue to try my very best for the clients I serve. Clients usually come to me needing help answering questions on their mind. Some of the top questions are: • Am I on track? • Am I doing the right things? • Am I missing anything? I have spent 10 + years helping address these questions and more. While working with a diverse mix of clients over the years, I have spent a considerable amount of time helping these types of clients: • Near retirees looking to retire before 65 • Disney executives and cast members • Academics that work for the State of Florida system In addition to on-the-job experience, I am a firm believer in continuous learning. As such, my undergrad is in Physics, my Master’s degree is in Personal Financial Planning, I am a CERTIFIED FINANCIAL PLANNERTM professional, a Chartered Retirement Planning Counselor℠ and consume hours of continuing education each year. Personally, I am a Christian, a husband, a dad and have two dogs. I enjoy reading, playing acoustic guitar, hiking, Gator sports, Disney theme parks, playing pickup basketball and serving wherever I am needed at church.

Envision Wealth Planners was founded based on the core values of family, honesty, and always doing what's in the client's best interest. I always think there is a way to make things better, and the experience that someone has with their financial planner shouldn't be any different. At Envision Wealth Planners we evaluate your life goals to make the most appropriate recommendations for you and your family. We use high-level software to evaluate your cash flows, tax situation, insurance needs, retirement needs, and investment goals. I know that a person's or family's financial journey is one that is private, so it should be managed by someone that can leverage their expertise along with a personal touch. My process is one that won't make you feel nervous or burdened, but rather one that can be enjoyable. The long-term relationships I develop with my clients are extremely important to me and the happiness they achieve from reaching their goals is what drives my motivation. I believe that a person or family should feel okay with enjoying the life we have now and not feel burdened with fear that there may not be enough for tomorrow. By working together we can identify goals, develop a plan, and monitor and update that plan as necessary to achieve long-term financial security without sacrificing the things that are important today. In my spare time, I love to spend time with my family, cook, and play golf. I reside in Central Florida with my wife and two children but have clients all over the country. I have been involved in Florida Citrus Sports for over 10 years and have been on the Board of Directors for the Lake Nona Regional Chamber of Commerce for over 5 years. If you are looking for objective advice or just feel a little lost sometimes when it comes to your finances, please feel free to reach out, connect, or just say hi. I'm here to help!

After working as a financial advisor for more than 15 years, I obtained the CERTIFIED FINANCIAL PLANNER™ professional designation in 2008. I received my M.B.A. in Financial Planning from California Lutheran University in 2016. Some of our clients have been with us for 20+ years and for that I am very grateful. I enjoy being a blessing to our clients by helping them make the right financial decisions. It’s wonderful to see clients understand the truth about their finances and some of the nuances of the financial advisory world. I love playing golf with my son Luke and other friends when there is some healthy competition going on! I love to cook after work and enjoy sharing a great meal with my family and discussing how our days went and encouraging one another. I also enjoy working out with my family and seeing family and friends achieve things that are hard to do.

James Gomatos is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining the firm in 2012, he has focused on delivering a comprehensive approach to wealth management that starts with understanding each client's unique needs and goals. He leverages the investment resources of Merrill Lynch and the banking services of Bank of America to address multiple aspects of clients' financial lives. James holds the designation of Senior Portfolio Advisor, allowing him to provide traditional advisory services as well as build and manage custom investment strategies. He utilizes a wide range of Merrill model portfolios and third-party investment options, and when managing clients' portfolios through the firm’s Investment Advisory Program, he may do so on a discretionary basis. His areas of client focus include Family Wealth Management Strategies, Managing New Wealth, Personal Retirement Planning, and Retirement Income. James earned a bachelor's degree from the University of Central Florida. He also holds professional designations as a Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). Outside of his professional work, James’s personal interests include biking, golfing, and running.