Forza Wealth Management

Michael Demassa is a CFP® and CFA® with 13 years of industry experience. He has been with Forza Wealth Management since 2015, where he is part of a four-advisor team based in Sarasota, FL. Forza Wealth Management offers discretionary and non-discretionary portfolio management and financial planning to individuals, charitable organizations, small businesses, corporations, and other investment advisers. The firm employs strategies including fundamental analysis, modern portfolio theory, and the use of derivatives and structured products when appropriate, managing approximately $375 million in client assets across a focused client base.

Kimberly Evener is a financial advisor at Forza Wealth Management with a Series 65 designation and three years of industry experience. She previously worked at Caldwell Trust Company for six years before joining Forza Wealth Management in 2022. Forza Wealth Management provides discretionary and non-discretionary portfolio management and financial planning to individuals, charitable organizations, small businesses, corporations, and other advisers. The firm employs strategies based on fundamental analysis and modern portfolio theory, managing approximately $375 million in client assets with a small advisory team.

Timothy Videnka is a CFP® and CFA® with nine years of industry experience. He has worked at Forza Wealth Management since 2016 and previously was with Caldwell Trust Company for five years. He is based in Sarasota, FL, and holds a Series 63 license. Forza Wealth Management provides discretionary and non-discretionary portfolio management and financial planning to individuals, charitable organizations, small businesses, and other clients. The firm employs strategies including fundamental analysis, modern portfolio theory, and selective use of derivatives, managing approximately $375 million in client assets with a small advisory team.

Diane Huntley is a CFA® charterholder with one year of industry experience. She previously worked at Bank of America for 13 years before retiring in 2024. Forza Wealth Management is a small advisory team serving individuals, charitable organizations, small businesses, corporations, and other advisers. The firm offers discretionary and non-discretionary portfolio management and financial planning, using strategies that incorporate fundamental analysis, modern portfolio theory, and various investment instruments tailored to client objectives.