Tag Archives: Winter Park

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

Anthony Van Ore, CFP®

Anthony Van Ore, CFP® – Chief Operating Officer and Chief Compliance Officer

Anthony “Tony” Van Ore has spent his entire career helping people. After obtaining his bachelor’s degree in Business Administration from the University of Central Florida in 1991, a desire to help others led Tony to serve his community as a Deputy Sheriff. Five years later, he made a career change to financial services and continued his pursuit to help others by assisting individuals and families make smart decisions about their money.

Tony brings to his role as COO & CCO a diverse skill set in client services, trading, operations and management accumulated over 21 years in both the broker/dealer and RIA segments.

He has volunteered as an item writer for the Certified Financial Planner Board of Standards, Inc. and served on the Board of Trustees for the City of Casselberry Police Officers’ and Firefighters’ Pension Board.

In his spare time, Tony spends his time with family or enjoying his favorite hobby of motorcycling, touring the U.S. through backroads and racing on closed-circuit road courses at high speed.

Favorite Food: Pizza
What Motivates Me: Learning new things… then moving on to the next challenge.
Bucket List Item: Attend the MotoGP races at all 19 tracks in 15 countries. So far I’ve done one in Spain.

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.