Team
We believe our teamwork approach adds a broader perspective to all we do and helps provide increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Terry L. Garvin was born in Bettendorf, Iowa. He received a Bachelor’s Degree in Economics at Central College in Pella, Iowa. After obtaining his life insurance license in 1973, he started to work with clients to help protect...
Matt was born in Waverly, Iowa but grew up in the Clearwater/Tampa area. He earned his Bachelor of Arts in Business administration with a major in Marketing from Central College located in Pella, Iowa. He has since earned his Series 6,...
Tara loves helping people plan for their financial future. At a very early age she decided she wanted to become a financial advisor. Click on Tara's name to learn more.
John served in the US Navy from 1970-1973 and later earned a Bachelor of Arts from Florida State University. John is a Certified Financial Planner™ professional with over 25 years of financial and estate planning strategies...
Michael J. Milas, AAMS®, AWMA®
Investment Advisor Representative
Michael J. Milas was born in Dayton, Ohio but grew up in the Clearwater/Tampa area. He earned his Bachelor of Science in Business Administration with a major in Marketing from Florida State University. He has since earned his Series 7...
Brendan was born in Greensburg, Pennsylvania but grew up in the Clearwater/Tampa area. He received his Bachelor of Science from the University of Central Florida with a focus on social science. He has since earned his Series 7, Series...
Jennifer is a great asset to GFA Financial Group, LLC. She was born in Chicago but grew up in St. Petersburg. She earned her Associate of Arts degree from St. Petersburg College. She has her Series 6 and is able to help all clients...
Jennifer grew up in the financial services industry. Her parents John and Myra Shipman have been in the industry combined for over 50 years. She grew up in Pinellas county and earned her Bachelors of Science in Business Administration...