Management Team


 
Chuck
 
dean burdette
 
cheryl
   
W. Dean Burdett
Vice President
 
Cheryl L. Charbonneau, CPA, CFP®
Controller/Tax Operations Manager

divider

Advisors


 

 
alin lozada
 
dick lange
 
joseph tursi
 
jennifer lahaie
 
eric lahaie
 
Richard Lange
Financial Advisor
Fort Myers
 
Joseph Tursi
Financial Advisor
Naples
 
Jennifer Lahaie Financial Advisor Naples
 
Eric Lahaie
Financial Advisor Naples

Joe
 marilyn previor
 
melissa klug
 
Brian
 
Barry
Joseph Ferrara Financial Advisor Fort Myers
Marilyn Prevoir, RICP® 
Financial Advisor
Port Charlotte & Venice
Melissa Klug
Financial Advisor
The Villages
Brian Holbrook
Financial Advisor
Orlando
Barry Quinn
Financial Advisor
Fort Lauderdale
divider

Administrative Staff


henry monahan
 
rashel
 
dawn
 
dorota
 
paul
Henry Monahan
Senior Case Manager
 
Rashel Stevens-Barnes
Client Services Associate
 
Dawn Terry
Executive Assistant
 
     
Dorota Pawlowski
General Accountant
Dorota Pawlowski
General Accountant
 
Paul Sands
Certified Public Accountant
 
 
cindy
 
Ryan Uhler
 
anna
 
claudine
   
 
Cindy Jordan
Tax Specialist
 
Ryan Uhler
Website & Marketing Specialist
 
Anna Radliff
Marketing Coordinator
 
Claudine Pletcher
Customer Service Associate


divider

 

Bob Grace

Fox 4 Interview

Robert Grace appears frequently
in a number of publications and
on key financial websites.

Robert E. Grace, JD, CLU, ChFC, CFEd®, RFC
Master Elite IRA Advisor ®
Founder and President

Mr. Grace has over forty years of experience providing estate, retirement and tax planning for individuals and companies. With specialized training by nationally acclaimed financial expert, Ed Slott, CPA, Bob is a member of Mr. Slott’s “Master Elite IRA Advisor®” group. As the practice has expanded, Bob has made sure that Grace Advisory Group remains committed to helping individuals establish sophisticated, yet easy to understand, solutions for protecting and preserving wealth while minimizing tax exposure. Bob’s training and experience place him among our country’s leading retirement planning experts.Bob worked as a financial planner for a number of years before pursuing a law degree. As a practicing estate planning attorney in the State of Ohio, he specialized in family wealth transfer and tax planning. He expanded upon his experience working with brokers’ clients in two of the nation’s major national financial corporations.

Again in 2012, Gulfshore Life recognized Bob as a “FIVE STAR Wealth Manager: Best in Client Satisfaction SM.” The distinction is only awarded to wealth managers who have scored highest in client-based research conducted by a national, independent research company under the direction of Crescendo Business Services. A maximum of seven percent of financial professionals in any market area receive this prestigious award. Financial professionals are not able to “buy” their way onto the list, and the distinction is not based on sales volume but on how consumers have evaluated their experience in working with that individual. Fort Myers News-Press readers named Grace Advisory Group “Best Income & Retirement Planners” in 2008, 2009, 2010, 2011 and 2012.

Each Saturday and Sunday, Bob hosts his hour-long radio show, “Retire with Grace”. The program reaches much of Florida, as it airs on radio stations from The Villages to Marco Island.

Bob and his wife Rose enjoy an active Florida lifestyle as year-round Fort Myers residents. They spend quality time golfing and yachting. Bob is an active member of the Gulf Harbour Yacht and Country Club..

Robert Grace: The Right Architect For Your Retirement Plan

Bob likens himself to an architect. But instead of building houses, he’s helping clients design a retirement plan that is guaranteed to last as long as they do. Retirement by design.

>>Click here to read more



*Charles J. “Chuck” Brock II, PhD, LUTCF, RFC, CSA
Vice President
Investment Advisor Representative

Chuck joined Grace Advisory Group in 2011 and brought a wealth of knowledge and experience to the company and to our clients. He recently joined with a select group of the world’s leading experts from a variety of industries to co-write the book titled “More. Better.: The World’s Leading Experts Reveal How to Get More Out of Business and Life With Better Results.” Released in March of 2013, the book quickly attained best-seller status on Amazon!

Although he was born in Michigan, Chuck was part of a military family and his father’s career took them all over the country. They ultimately settled in Texas, where he completed high school and then on to college. He earned his Bachelor’s in Business Administration from the University of Texas. Later in his career, Chuck earned a Master’s in Logistics Management and his PhD in Economics.

After his undergraduate studies, Chuck served for seven years on active duty as an Army Officer in various assignments around the world. Following his time in the service, he spent five years with ALCOA as an Area Manager; District Manager; and Southeast Area Sales and Marketing Manager.

For the last twenty years Chuck has been providing comprehensive wealth management for affluent individuals and families, with an emphasis on personalized service. He moved to Florida in 1996 to become the Fort Myers Branch Manager for Prudential. Prior to joining Grace Advisory Group, Chuck also worked for Merrill Lynch and Morgan Stanley. Among his numerous credentials, he is a Life Underwriter Training Council Fellow Registered Financial Consultant and a Certified Senior Advisor. Chuck also holds a number of Securities Licenses and has Florida Life, Health and Variable Annuity Licenses.

Chuck is an Honorary Admiral in the Texas Navy and a Kentucky Colonel, both honors awarded by the Governors of those states. An active member of the Masons for over 25 years, Chuck is also very involved with the Shriners and served as Director of the Araba Temple in Fort Myers from 2005 to 2008. In his “spare” time, he is a PADI Master Diver and loves to explore the numerous wrecks off the Florida coast.

Chuck and his family live in Estero. His wife Dayna is a designer with California Closets; son Joey is currently attending Florida Gulf Coast University; and his daughter Roshelle is studying abroad (International Law in Australia).

Dean Burdette

W. Dean Burdette
Vice President

Although not born in Florida, Dean has lived in Naples since he was a small child and is a graduate of Naples High School. After attending Edison State College, he plans to finish his Bachelor’s degree at Florida Gulf Coast University. For the past eleven years Dean has worked in the banking, finance and insurance arenas, assisting clients in developing full financial plans. He also has conducted financial education presentations and workshops. In addition to licenses for Life, Health and Variable Annuities, Dean also holds several Securities licenses.

Dean, his wife Shenna, and their four children Ian, Aiden, Peyton and Calen, live in Naples. In his spare time, Dean enjoys coin collecting, running and hiking and is very involved with his church.

Regarding his decision to join Grace Advisory Group, Dean says,“Since we live in one of the greatest places to retire, I wanted to work with the #1 company that provides guaranteed retirement income solutions.”

Cheryl

Cheryl L. Charbonneau, CPA, CFP®
Comptroller/Tax Operations Manager

Tired of Vermont winters and attracted by the weather and beaches, Cheryl moved to Southwest Florida in 1992. She was born and raised in St. Albans, Vermont, the third of nine children! After earning her Bachelor’s in Business Administration/Accounting from the University of Vermont, Cheryl became a Certified Public Accountant. Subsequently, she earned the Certified Financial Planner® designation, and pursued Fifth Year Graduate Studies at Florida Gulf Coast University.

For almost twenty years Cheryl worked as an accountant, including ten years as a partner in an accounting and wealth management firm in Naples. After obtaining her securities and life, health and annuity licenses, she next spent several years as a financial planner and investment advisor. In that capacity she was also able to utilize her accounting, tax and estate planning expertise.

Cheryl has two sons and two grandchildren. In her leisure time, she enjoys traveling, reading, the beach and spending time with her grandchildren.

About her decision to join Grace Advisory Group, Cheryl says, “I saw an opportunity to utilize my accounting and management skills where I can truly make a difference.”

Advisors

 

Richard Lange
Financial Advisor
Fort Myers

Dick was born in Indianapolis and grew up in Beech Grove, Indiana. He received his Bachelor’s Degree from Indiana State University and also attended the Kellogg Business School at Northwestern University.

Dick has worked in Sales for the 3M Company; Sales and Sales Management with RR Donnelley & Sons Company; and as Vice President and General Manager of the Merrill Corporation. He also served as President and CEO of Hillsboro Printing. Most recently, he has been a Registered Representative and Financial Representative with Planning Partners Financial Group in Estero. He is a Florida licensed Life, Health and Annuity agent and holds several securities licenses as well.

He moved from San Francisco to Fort Myers in 2005, lured by the weather, fishing and the SW Florida lifestyle. In addition to his wife, Linda, (affectionately called “The Bride” by Dick), he has a daughter, Leah, and a granddaughter, Kendall.

In addition to fishing, he enjoys, golf, travel and volunteer work. He is a Retired Board Member of the CEO Council of Tampa Bay and past Volunteer Marketing Director, SCORE Naples.

About his work, Dick says “As a Baby Boomer in SW Florida I see the growing need for highly trained professionals who design and implement financial plans that, foremost, provide Safety and the Highest, most Tax-Favored Income Stream that Cannot be Outlived. We are not Financial Planners but Lifetime Income Specialists. Helping people protect and create an income for life is a fulfilling career opportunity.”

Joseph Tursi
Financial Advisor
Naples Office

Joe was born and raised in Des Moines, Iowa, where his parents and one of his four sisters still live.

He earned his Bachelor’s in Business Communication from the University of Kansas. Despite the Kansas affiliation, he maintains strong ties to his home state Hawkeyes!

Since graduating from Kansas, Joe has put his business and communication skills to work managing several diverse enterprises. Over the past twelve years he has lived in Maui, Hawaii and Seattle, Washington, the majority of that time in Seattle.

Earlier this year, Joe learned of opportunities available with Grace Advisory Group. Having vacationed in Southwest Florida for many years with his family, he decided to explore those possibilities with Grace. He traveled from Seattle to meet with Mr. Grace and the rest of the Grace team and subsequently accepted an offer to work with the firm. In July he made the move from Seattle and is excited to be managing our Sarasota office.

In his spare time, Joe enjoys swimming, paddle boarding, diving, biking and snowboarding. Four out of five he can indulge in regularly here in Southwest Florida and he can get the snowboarding in when he visits back out west!

When asked why he decided to make this 3,500 mile move, Joe says “It is the opportunity of really helping and making difference. In a time of uncertainty Grace Advisory Group offers certainty. I am very excited to be here working with Mr. Grace (who is one of the best in the industry) and the team that he has in place.”

Jen

Jennifer Lahaie
Financial Advisor
Naples Office

Born and raised in northern Michigan. Jennifer and her husband, Eric, relocated to Southwest Florida in 1995, drawn by the beautiful beaches, warm weather and business growth potential of the area.In Financial Services for the last twenty years, Jennifer was involved in all aspects of the mortgage and title business. From her start as a Title Closer, handling residential and commercial closings, she went on to become a licensed title examiner and managed a title office for several years before transitioning into mortgage lending. In 1999 she opened a mortgage lending business, which she grew over a 10-year period to 5 offices and 40 employees.

Finally, regulatory changes became all-consuming. Instead of spending her time doing what she loved—helping clients accomplish their Investment Goals through Homeownership—her time was spent with mountains of paperwork and compliance nightmares. After much contemplation, Jennifer knew the time had come for her to switch her career direction and decided to focus on another sector of Financial Services—Retirement and Tax Planning.

Jennifer is a goal oriented individual who has always been passionate about helping others implement a plan to accomplish their goals. The opportunity to join Grace Advisory Group was appealing to Jennifer because the company’s very mission is to help people in this manner. Says Jennifer, joining Grace allows her: “Great joy, in knowing I have helped people retire with security and peace of mind.”

Jennifer, her husband and their two daughters, Haley (11) and Mallory (9), live in Fort Myers. In her time out of the office, Jennifer loves to be on the go, enjoying time with family & friends, camping, traveling, hiking, working out, gardening and also is a very active volunteer in the community. She has been involved with the Greater Fort Myers Chamber – Women in Business Committee, Blessings in a Back Pack, the American Cancer Society and American Heart Association, as well as several other community and professional groups.

Eric Lahaie

Eric Lahaie
Financial Advisor
Naples Office

Like his wife and fellow Grace Advisory Group Financial Advisor, Jennifer Lahaie, Eric was born and raised in northern Michigan. Eric’s hometown is Rogers City, Michigan, located in the North East part of the Lower Peninsula on Lake Huron. Not surprisingly for a native of the automotive capital, Eric graduated from Ferris State University with an Applied Science Degree in General Motors Automotive Technology in 1993. The allure of living in “sunny paradise” after 25 years of Northern Michigan’s long, bitter cold winters & short summers made the decision to move to SW Florida very easy for the Lahaies. They made the move in 1995.

After 15 in the automotive industry, Eric moved into commercial real estate and residential lending. During that time, he was a Member of CIP (Commercial Investment Professionals) of SWFL from 2004 – 2008, serving as a Board Member for four years and as President in 2008. He also served as a Board Member of the Real Estate Investment Society, was a member of the Greater Fort Myers and Fort Myers Beach Realtor Association and is a Certified Commercial Investment Member.

In 2011, Eric decided to apply the knowledge he gained in finance and investments to insurance. After obtaining his insurance license and undergoing extensive training, Eric joined Grace Advisory Group.

Eric and Jennifer live in Fort Myers where they are raising their Florida native daughters, Haley and Mallory. Committed to the local community, Eric has served as a Mentor for YES (Youth Educational System) and a volunteer for the American Cancer Society, American Heart Association and Blessings in a Backpack.

In his spare time, Eric enjoys spending time with his family traveling/RV’ing, days at the beach, campfires, hiking in the mountains,and they raise chickens! His other interests include music/playing guitar, health & fitness, playing cards, hunting, golf, football and riding a motorcycle. Eric is also a Certified 1st Class Personal Fitness Trainer through the National Federation of Professional Trainers.

In discussing his role at Grace, Eric says, “Working with Grace provides an opportunity to use my knowledge & experience in leadership, business, finance & investing, coupled with my natural instinct to help others, to educate & motivate people to make wise financial choices that help them realize their financial goals.”

marilyn

Marilyn J. Prevoir, RICP® 
Financial Advisor
Port Charlotte and Venice

Marilyn was born and raised in Fitchburg, Massachusetts.  Her family began “migrating” to Florida in 2001 and within a few years she was the only one left in Massachusetts.  She realized that visiting over the holidays was not enough – she was missing important family moments and especially watching her nieces grow up.  When the financial world began to change, she decided there was no better time to make the move and followed her family to Florida in 2009.

Marilyn has worked in Financial Services for twenty years. During her eleven years at Fidelity Bank in Central Massachusetts she was Assistant Vice President of Residential Lending and then Vice President, Client Relationship Manager in Insurance, Annuity and Investment Services.

In early 2014 Marilyn earned the prestigious Retirement Income Certified Professional®, (RICP) designation from the American College of Financial Services. The RICP® educational curriculum is the most complete and comprehensive program available to professional financial advisors looking to help their clients create sustainable retirement income. The rigorous credentialing process helps advisors master retirement income planning, a key focus area not fully covered in other professional designation programs. Marilyn is also a graduate of the College for Financial Planning, Denver, CO and has completed the Certified Financial Planner Education Program.  

In her spare time, Marilyn enjoys time with her family, fitness, walking, hiking and reading.  Her entire family now lives within a few miles of each other and she treasures the time they can spend together.  Says Marilyn, “My Mom is still my very best friend and now we can visit and connect all the time.  I love that I am no longer the “Phantom Aunt” who swoops in with presents at Christmas.  I am now an integral part of my nieces’ lives.  It is also a blessing to spend time with my 90 year-old Grandmother.  It is such a treat to visit and take her to lunch and shopping like she used to do for me as a child.”

When talking about what drew her to Grace Advisory Group, Marilyn says: “The most personally rewarding aspect of my career has always been developing a level of personal trust and providing peace of mind to my Clients …having a sense of community and family is very important in my work. The opportunity to join Grace Advisory Group feels like coming “Home” to me.  The positive team environment and ethical standards at Grace Advisory are exceptional.  Having access to our experts and tremendous resources allows me to work with the top professionals in our field and provide the best possible solutions for my clients.”

Alin David Lozada, CSA
Financial Advisor
Sarasota

Alin Lozada has been a resident of South Florida for over 50 years and recently moved to Sarasota from Fort Lauderdale. He graduated from the University of Miami, receiving his Bachelor’s in Business Management and Finance.

Alin was president and owner of several firms throughout his 22 years in the financial services profession, including Lozada Tax Advisory Group, Strategic Wealth Alliance and The Retirement Planners of America. Most recently Alin was Managing Director of Income Planning Associates; a Fort Lauderdale based firm that specializes in tax advantaged income planning for individuals, business owners, professionals and families.

Alin has mentored some of the most highly respected advisors throughout the country and has conducted many workshops and seminars for advisors and the public on topics such as retirement in the 21st century, tax-advantaged retirement, indexed life insurance and indexed annuities. Alin is considered one of the premier experts on these subjects and has been interviewed on Fox Business News, The Fox Morning Blend, as well as hosting his own radio show, Safe Money Strategies, for many years.

In addition, he is recognized as being in the top one percent of American financial professionals by the Top of the Table of the Million Dollar Round Table (MDRT). This is the most prestigious organization for financial professionals in the world. Alin has also received numerous awards for his outstanding knowledge and achievement in the field of Retirement Planning, Life Insurance and Annuities.

When Alin isn’t in the office he is a fund raiser and volunteer for the Alzheimer’s Association, Hospice of South Florida, the Humane Society and is a judge for the University of Miami debate team. In his spare time, Alin likes to play tennis and practices Taiji Chuan.

Alin strives to meet the individual needs of each and every client. He works one-on-one with each person to determine a tailored plan of action to ensure a comfortable retirement and financial security for future generations.

Melissa Klug
Financial Advisor
The Villages, FL

Born and raised in Duluth, Minnesota, Missy and her husband, Sean, decided to make the move to Florida in January of this year in order to be closer to her parents and other family members. She is well-known, respected and experienced in the financial planning arena. When Bob Grace heard of her plans to move to Florida, he offered her the opportunity to open a Grace Advisory Group branch office in The Villages.Missy attended Wichita State University on a bowling scholarship and attained national and international success in the sport. She was a 3 time TEAM USA Member, a Gold and Silver Medalist at the 1995 Pan American Games in Buenos Aires, Argentina, 1997 USBC National Team Champion, 2010 USBC National Doubles Champion, and a Bronze Level Certified Coach. She was also a bowling youth coordinator for three years.

In 1998 Missy turned the values, discipline and accountability she learned through competitive sports to the financial planning world. First with American Express, she was then a Financial Advisor with Hantz Financial in Southfield, MI. for the next 13 years. At Hantz, she achieved Advanced Specialist designations in Planning, Life Insurance and Long Term Care, and served as a Training Advisor to new advisors. She also obtained the full range of securities licenses as well as licenses for life, accident, health, and property casualty insurance.

Missy and Sean have two children, Justin (23) and Tayler (20). In addition to bowling, she enjoys golf, tennis and running.

On her decision to join Grace Advisory Group, Missy says “My greatest joy about my profession is building that professional and personal relationship with each of the people I work with. I enjoy being able to see smiles on my clients’ faces as they achieve their financial goals. I was drawn into Grace Advisory Group because of the respect and integrity it upholds. Grace is a company that fits into my beliefs on how a client should be treated—with respect. I came from a background of comprehensive financial planning and it was also appealing that Grace provides that service as well. One last point…this company is like being a part of a family where we all come together to support one another and offer the best advice for the clients that come through our door.”

Joseph Ferrara
Financial Advisor

Born in Brooklyn, New York, Joe made the move to South Florida 29 years ago.  His move was the result of his transfer with Eastern Airlines, where he enjoyed 11 years of service. He worked for Eastern at both the management and union levels.  Prior to joining Eastern, Joe studied business at Bernard Baruch College in Manhattan.

Following the demise of Eastern Airlines, Joe put the skills and experience he gained there into a career in the insurance field.  For the past 24 years, he has specialized in Long Term Care Planning, Fixed Annuities, Life Insurance and Medicare Supplements.  For eight years, he owned an agency with offices in Boca Raton and Fort Myers, with a number of agent associates under his management.  In 2002 he consolidated his business at the Fort Myers location.

In May of 2004 he became “Certified in Long Term Care” and received the designation of CLTC.   He is also a 2013 Designated Professional of the American Association of Long-Term Care Insurance.

In his practice, Joe’s primary focus is always the well-being and interests of his clients.  He works with each client to make sure the plans they put together best meet that individual’s needs. 

Joe is devoted to his wife, two daughters, his community and his church.  He is a member of the Rotary Club of South Fort Myers and is Vice President of the St. Vincent de Paul Society at his church.

In his spare time, Joe enjoys playing basketball, tennis, exercising and snow skiing.  For the last, he and his Florida-born wife and daughters always look forward to their annual trip out west.

In talking about joining Grace Advisory Group, Joe says, “Joining the Grace team is a true privilege.  The team of specialists in insurance, taxation and law work together in a happy, professional atmosphere.  Everyone likes to sleep well at night, including clients and advisors.  Grace Advisory Group affords all of us that luxury!” 

 

Brian Holbrook
Financial Advisor
Orlando

Brian was born in Virginia and raised in West Virginia where he and his two brothers enjoyed their adventures in the woods, rivers and snow. Two years ago, Brian, his wife Katy, and their three children (sons ages 16 and 12, and daughter age 10) moved to Apopka, Florida. The move was prompted by the desire to be closer to his father and also to raise their kids near the beach and the great opportunities that Orlando has to offer.

Studying business at Shepherd and Liberty Universities and watching his dad’s financial services career with Axa/Equitable helped Brian to choose this career path. He has been a financial advisor for 16 years and has been working with many facets of the industry, including the sale of securities, money management and most recently guaranteed income planning.

Prior to entering the financial services field, Brian worked with Marketplace Ministries as an ordained minister. His ministerial responsibilities included working with large companies and counseling employees and their families on many personal issues that often included financial needs and concerns.

In his spare time, Brian enjoys spending time with family, baseball, golfing and writing and, of course, they love the Florida beaches. He also has worked with a number of non-profit organizations, supporting them individually as well as helping them with community fund-raising initiatives.

When asked why he joined Grace Advisory Group he said, “I know from working with very wealthy individuals—as well as those living on Social Security—that Guaranteed Income Planning is the most vital part of their financial plan today. Grace Advisory Group does Guaranteed Income Planning better than anyone and with the team approach of financial, legal and accounting, people get an honest answer and someone to talk to when they need it.”

Henry Monahan

Barry E. Quinn, Esq.,
Financial Advisor
Fort Lauderdale Office

A native of Dublin, Ireland, Barry was raised in County Meath, Ireland.  Following his graduation from Clongowes Wood College, Barry earned his Law Degree from University College in Dublin, Ireland in 1992 and then his Master’s in Law (LLM Degree) from The Queen’s University in Belfast, Northern Ireland in 1994. He is an internationally qualified lawyer/attorney in New York and the United Kingdom (England and Wales).


During the 90s, Barry worked as a corporate finance attorney with the AmLaw 100 New York law firms of Cadwalader, Wickersham and Taft; Pillsbury Winthrop; and Hunton & Williams. In 2001, he moved to UBS Investment Bank and worked as a finance and securities attorney.


After falling in love with the quality of life in Florida, Barry transitioned to business management in 2004, when he became a Director of Peachtree Settlement Funding, in Boca Raton, Florida. In that role, he was responsible for the day-to-day management of a specialty finance division.


In 2007, Barry joined InsCap Management, a private equity and estate planning firm with offices in Miami, New York and Nashville where he was Executive Director of its sales and distribution platform. Insurance and annuity licensed in Florida, in 2009 he founded Life Synergies Group, LLC, a consulting firm that works with mass affluent individuals, corporate entities – and their advisors – in the estate planning and financial services industries.


Barry and his significant other, Erika, a mortgage operations manager at SunTrust Bank, reside in Miami Lakes, FL. and are expecting their first son in August. Their family also includes two dogs and a cat. In his spare time, Barry enjoys golf, tennis, dog walking/running, keeping fit, rugby, reading and socializing. As a former All-Ireland League rugby player, it is not surprising that another of Barry’s leisure-time activities is playing soccer!


When talking about his profession, Barry says, “I enjoy having the ability to help people and do some financial good in the world.  In particular, helping them to fix pension, income and investment problems so they can sleep at night, without the risk of losing money.”

 

Henry Monahan

Henry Monahan
Senior Case Manager

Henry Monahan fills the very important role of Case Manager at Grace Advisory Group.
He prepares Illustrations and research cases for Mr. Grace and also serve as a valuable resource to the other advisors. In addition to assuring that all advisors have updated product information, Henry also ensures that all new business applications are fully in order before submission to the insurance companies. On top of all that, he never loses sight of the needs of our clients and make sure account information for clients is updated AND they always provide excellent client service.

Henry was born in Sayre, Pennsylvania and grew up in Stephenson, Michigan (about 70 miles north of Green Bay). He moved to Florida for college and to experience less “intense” winters. After earning his Associate’s Degree from Edison College, he continued his education at Florida Gulf Coast University where he received his Bachelor of Science in Finance/Minor in Economics.Previously, Henry worked for AIG as a Client Service/Sales Specialist and as a Benefit Analyst for the Pension Benefit Guarantee Corp.

Henry lives in Fort Myers. When not working, he enjoys the beach, swimming, snorkeling, theater and music.

About his work, Henry says “I love the family atmosphere at the Grace office. No other position I’ve held has been as rewarding or enjoyable as my experience here. I enjoy working with our clients and helping them to employ the strategies we have developed to protect their hard earned retirement funds. Nothing makes me happier than when a client tells me that the work we’ve done for them helps them to sleep easier and not worry about market risk.”

 

Dawn Terry
Executive Assistant

As Mr. Grace’s Executive Assistant, Dawn maintains his always full calendar as well as providing follow up to seminar attendees and radio show callers. Dawn was born and raised in Western New York. Trained as a Medical Office Assistant, she has 35 of experience providing executive assistance and support to senior management.

She moved to Florida in June of 2004. Her mother, sister, brother and his family live in Colorado. She lives in Cape Coral with her significant other, Scott. In her free time, Dawn enjoys golf, cooking and her two felines Buddy and Maxwell. She also volunteers with Hope Hospice, providing home visits.

In describing her work, Dawn says, “I love to work with our clients!”

Dorota Pawlowski
General Accountant

A native of Czestochowa, Poland, Dorota moved to the United States – all by herself – at the age of 22. She lived and worked in both New Jersey and New York and met her husband, Robert, (also a native of Poland) at his mother’s Polish restaurant in New Jersey. They loved visiting Florida and thought it would be a wonderful place to live and ultimately raise a family. After building their dream home here in Fort Myers they moved down in 2007 and were married here. At Grace Advisory Group she puts her degree in Accounting to very good use! She handles all of the accounts payable and receivable for Grace Advisory Group as well as the company payroll. In addition, she manages the accounting for three other Grace companies.

About her work, Dorota says, “Accounting is like a puzzle – putting together all the pieces to form the whole picture of where you have been and where you can go. I have been very impressed with what Grace can do and what it does every day for our clients. I’m proud to be a part of it.”

In her spare time, Dorota enjoys music, watching movies, gardening, exercise and spending as much time as possible with family and friends. She has also become the semi-official Grace photographer.

Anna Radliff
Marketing Coordinator

Born in Suffern, N.Y., Anna lived in Ringwood, N.J. until she was three years old when the family moved to Naples to be closer to her grandparents. She is most definitely a Florida girl at heart, with an extensive flip flop collection!

After graduating from Lely High School, Anna attended Florida Gulf Coast University where in 2012 she earned a Bachelor’s Degree in Marketing with a minor in Advertising. In the Spring of 2009, she was inducted into Phi Eta Sigma, the Freshman Honors Society.

Following graduation, she went to work for Gartner, Inc., a world leader in information technology research. At Gartner, she was a Data Analyst involved with special events, data management and marketing support. In December of 2012, Grace Advisory Group had the good fortune to recruit her to join the company.

Anna’s mother and father still live in Naples. She is also a very proud sister of her brother, Robert, a talented violinist who recently played at Carnegie Hall and is now pursuing his Masters in Violin Performance at Montclair State University in New Jersey.

In her spare time, Anna enjoys CrossFit, beach and indoor volleyball, tennis and going to the beach.

About her decision to join Grace Advisory Group, Anna says, “I was excited to accept the offer to join the team and help grow this already amazing company. I knew that I would be learning a lot and putting my skills to work!”

*Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Advisor