Tag Archives: Wealth Advisor

Rob Clark, CFP®

Rob Clark, CFP® President & Managing Partner

Rob Clark has been helping clients work toward long-term financial security for their families and their businesses since 2001. It is his goal to help his clients grow, protect, and manage their assets in the most tax-efficient manner. With attention to detail and organizational skill, Rob effectively manages clients’ portfolios, creating an integrated strategy aimed at meeting their investment and retirement objectives.

Rob is a Certified Financial Planner™ and holds a bachelor’s degree from the University of Central Florida. He serves on the Orange County Children and Family Services Board, the Orange County Animal Services Classification Board, and is a Leadership Orlando Alumni. He enjoys spending time with his family, golfing and health/fitness. The Florida native was born in Sarasota.

Getting to Know Rob
Bucket List: Cruise to Alaska
Favorite TV Show: The Office
Favorite Food: Sushi

Louis Shinaman, ChFC®, CEP®

Louis Shinaman, ChFC®, CEP® – Senior Wealth Advisor

Lou is a Chartered Financial Consultant, Registered Investment Advisor, Certified Estate Planner, and a senior member of our investment management committee.

He began his career by becoming a Registered Representative in 1996. His expertise is working with high net worth Individuals, as well as small to medium-sized businesses. He works with a team of industry professionals to coordinate a complete financial wellness program for his clients. This includes financial planning, wealth accumulation and estate planning, income taxation, life and health insurance, business taxation and planning, investments and retirement planning.

Lou is the father of two daughters, one who was born with a serious heart defect and other complications known as tetralogy of Fallot and DiGeorge syndrome. He donates his time to provide personalized financial planning to families of children with special needs to help them as they plan for their future and their children’s future. His unique experience translates to a deeper understanding of the issues, concerns and questions many clients have, and allows him to connect with them in often profound ways.

He is honored to sit on the board of UCP of Central Florida, which is dedicated to enriching the life of children of all abilities, providing individualized support, education, and therapy services to thousands of children across seven campuses in Central Florida.

Lou attended primary school in Central Florida and received his Associate of Science Degree from Valencia College. He has traveled overseas as a public speaker focusing on investments and technical analysis. In his spare time, he enjoys fishing, traveling, and playing tennis. Lou is also fluent in Spanish.

Morgan Hatfield

Morgan Hatfield – Senior Wealth Advisor

From investors in the initial stages of planning and creating their financial futures, to those needing to manage their wealth, Morgan brings a range of services to her clients to help them reach their financial goals, including holding educational seminars for retirement plan participants. “I give advice to my clients as if they are my own parents or grandparents.”

A graduate of the University of Central Florida with a degree in Finance, she not only has a depth of financial knowledge and knowledge of retirement products such as 401 (k) plans, she knows the local market and has had a strong presence in the community for many years. Morgan is a part of the 2019 Leadership Lake County Class.

In 2021, she was elected to the Board of Trustees of SECO Energy.

She was named a Five-Star Professional Wealth Manager in 2016

Getting to Know Morgan
Passions: Roller skating, feeding the cows on our property, spending time with family and friends.
Best Piece of Financial Advice You Received: If you can’t afford to pay for it now, then you shouldn’t buy it.
Favorite Quote: My life is mine.
Hidden Talent/Skills: Roller skating
Favorite Holiday: Thanksgiving
Biggest Accomplishment: Buying property with my husband, where we will build our forever home.

Carol Mulcahy

Carol Mulcahy – Senior Wealth Advisor
Carol is passionate about helping her clients thrive and views her role as an advisor as one in which she supports, motivates and inspires them to explore and fulfill their vision of financial success. She uses her ability to explore and analyze complex situations to create confidence in the financial decisions people make along the journey of life.

Her own journey in the investment industry began in 1984 in Boston. Since then, she has acquired numerous licenses and her Chartered Retirement Plan Specialist designation, and worked in both the retail and institutional side of the financial industry.

She combines her professional expertise and the knowledge gained from life, career transitions and long-term planning to provide exceptional client service and to handle unique situations & family dynamics, which all make her exceptionally valuable to her clients and their families.

Her thesis at Leslie University was “Pension Plans as a Necessary Supplement to Social Security” and the benefits of starting to plan for retirement early in life. She has served on the board of directors for the West Palm Beach Friends of Fisher House since 2010.

Biggest Accomplishment: Raising an amazing son who is now a U.S. Navy Aviator
Favorite Holiday: Christmas
Favorite Food: Steak