Meet Our Team

 PRINCIPAL


Steve Griffin, CFP®
Founder & Principal

Originally from Virginia, Steve has lived in Sarasota since 1985. He has had broad exposure to the financial world, having worked in the banking, insurance, and financial services industries for over 25 years.

In 2002, he founded what is now Full Spectrum Finanvial Group, a financial planning practice focused on creating and implementing “holistic” financial plans. For a more detailed biography on Steve Griffin, please visit Principal - Steve Griffin, CFP®.


OTHER EXECUTIVES


Kelly Goldstein, MBA
Director of Financial Services

Kelly is the new Director of Financial Services at Full Spectrum Financial Group offering Holistic Financial Solutions to Young Professionals, Young Families, Business Owners, Pre-Retirees & Retirees as a Financial Services Professional.

Kelly
brings a great skillset to her clients after having spent several years in the role of a Para-Planner with the company. She is a Registered Representative and holds her FL-215 License for Life, Health & Annuities as well.

Kelly currently lives in Sarasota, Florida with her husband, Joe. They are 'foodies' who enjoy travelling, hiking, kayaking, and spending time with family and friends during their down time.


OFFICE STAFF


Jessica Cathcart
Office Manager

Jessica oversees Office Administration, Client Service, and Project Management. She is also responsible for developing Marketing and Communication protocols, stays up-to-date on Policies and Procedures, and streamlines Administrative Procedures.
Jessica, originally from Maryland, resides in Myakka City, FL with her two children, and spends her weekends boating or at the beach with her family.

Lauren Macri
Special Projects

Lauren Macri graduated from the University of South Florida in 2006 with a degree in Business Administration.  She has been with the team since 2003 and is contracted for special projects. She underwent special training on company systems in Reno, Nevada in 2006. 
Lauren is a native Floridian, is married with two children, and attends Bayside Community Church in Bradenton

 

OUR RESOURCES


When you work with us, you really only see the tip of the iceberg. Behind us are highly skilled resource groups which allow us to bring what we feel are industry best skill sets in their respective areas. We have chosen to highlight two of these groups below, The Advanced Planning Group and the Eagle Strategies LLC portfolio design group.

 

ADVANCED PLANNING GROUP


As an Agent of New York Life, I have exclusive access to the Advanced Planning Group* a premier planning team with expertise in law, accounting, financial planning and insurance. My access to these resources allows me to bring experience, value and insight to assist you with your business and estate planning needs.

New York Life's Advanced Planning Group is a team of nearly 30 professionals with specialized training in law, taxation, accounting, business, insurance, finance and philanthropic planning. With more than 300 years of collective experience, the APG supports a variety of wealth strategies and business planning objectives in these key areas:

  • Business protection and succession
  • Nonqualified executive benefit strategies
  • Tax diversification and reduction strategies
  • Wealth transfer and distribution strategies
  • Transnational planning (non-U.S. citizen)
  • Estate tax mitigation
  • Charitable planning

The APG team has one common goal: to help us provide you with the best solutions for your unique situation.

To learn more about the services I can offer you through my exclusive access to this resource, please visit the Advanced Planning Group website.

 

EAGLE STRATEGIES
PORTFOLIO DESIGN GROUP


The Portfolio Specialists at Eagle Strategies**, are another key resource and additional level of expertise in providing investment strategies which are aligned with your unique objectives. 

Please visit the Eagle Strategies, LLC website to learn more.

Andrea Sheikh

Andrea (CIMA, CFP®, CAIA) joined New York Life in 2012 as a Portfolio Specialist for Eagle Strategies, LLC. Prior to joining the company, Andrea served as a consultant at Independent Portfolio Consultants where she provided consultation to financial advisers and their high-net-worth and institutional clients. Along with the financial adviser, Andrea presented investment solutions to prospective clients while also leading portfolio reviews to assess existing client relationships. Andrea has over 8 years of investment experience. She earned her BS in Finance and Theology from Boston College and MBA from the University of Florida. She is a Level II Candidate in the Chartered Financial Analyst program. She holds FINRA Series 7, 66, & 24 licenses.

Matthew Sola

Matthew (CFP®) joined Eagle Strategies, LLC in 2009, bringing 19 years of senior management and investment consulting experience. He works with top investment producers on growing their practices and developing their largest client opportunities. Before joining the company, Matthew had a wealth management and planning practice at UBS, dedicated to fostering quality investment processes for entrepreneurs, nonprofit endowments, and professionals. While at Prudential Investments, he was general manager of marketing in a mutual fund joint venture in Japan. As a consultant, he worked with several wire house firms on their product lines in alternative investments, hedge funds, and private equity. Together, these experiences have provided Matthew with a deep and unique perspective on constructing client recommendations to meet a wide variety of client needs and market environments. Matthew received a BA at Cornell University and an MA from Johns Hopkins University. He is FINRA Series 7 & 66 licensed.

 

 


*Neither New York Life nor its Agents or employees provide legal or tax advice.

**Eagle Strategies LLC (Eagle) is an investment adviser registered with the Securities and Exchange Commission and is notice filed with appropriate state securities authorities.  Registration with the SEC does not imply a certain level of skill or training.  Eagle is a direct wholly-owned subsidiary of New York Life Insurance Company.  Eagle is not a broker-dealer or an insurance company and does not offer insurance products or brokerage services.  

 

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November 14, 2018 @ 10:12 AM

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