Confident. Competent. Caring.

Owners

What is the most courageous thing you have ever done?

When I was 55 I took a motorcycle class and bought my first motorcycle, which I love riding to this day!

Diane N. Hart

Chief Executive Officer, Co-Owner

What is the most courageous thing you have ever done?"

In 2008 I left my life in Ohio and moved to Clearwater. I gave up my house, my dog and my girlfriend. Totally worth it because that was the start of Econologics Financial Advisors!

Eric S. Miller, RFC^®

Chief Financial Advisor, Co-Owner

Financial Advisors

What is the most courageous thing you have ever done?"

Moved from NY to Florida one week after finishing college with not one single friend or family around to pursue my career in finance.

Eric Gersch, RFC^®

Financial Advisor

What is the most courageous thing you have ever done?"

I left Memphis and moved down to Florida in 2018 without knowing anyone to start my new career

Josh Abrahamson, RFC^®

Lead Financial Advisor

What is the most courageous thing you have ever done?"

I ran the Maine marathon 26.2 miles first marathon 15 percentile out of 2000 runners. Series 7 and Series 65.

Zach Abbotoni, RFC^®

Financial Advisor

What is the most courageous thing you have ever done?"

Completing an overnight endurance race carrying 50 lbs on my back. I wanted to quit after twisting my ankle, but I pushed on to the finish line.

Liam Black, RFC^®

Financial Advisor

What is the most courageous thing you have ever done?"

Fulfilling my dream of living in Florida. I quit my job, found an apartment, packed up and moved with no job and no backup plan. It was a scary decision, but I can’t image my life any other way!

Mike Samulski, RFC^®

Financial Advisor

Executives & Managers

What is the most courageous thing you have ever done?"

I rode the entire distance of the Pinellas Trail on my bike back and forth, which was roughly 70 miles.

Frank Schiro, RFC^®

Director of Operations

What is the most courageous thing you have ever done?"

The most courageous thing I have ever done was provided CPR to my elderly neighbor while help was on the way to take over.

Joseph Esposito

Director of Delivery

What is the most courageous thing you have ever done?"

My husband and I sold nearly everything we owned and lived on a boat for 9 months as a bucket list item.

Mendy Heinz

Director of Marketing

What is the most courageous thing you have ever done?"

Did a backpacking trip through Europe and the Middle East with 2 girlfriends. Had a hair-raising, soul-searching & educational adventure that will be in a book someday.

Annette Jonsson

Director of New Business Development

What is the most courageous thing you have ever done?"

The most courageous thing I've ever done would have to be becoming a father.

Cody Goldstein

Sales Manager

What is the most courageous thing you have ever done?"

I felt my most courageous when playing my music as a full band for the first time. Opening for Hawthorne Heights in Jacksonville to a crowd of about 700 people felt even more vulnerable while performing personal songs.

Brandon Marsh

Office Manager

Support Staff

What is the most courageous thing you have ever done?"

I persisted on a hard training course/program that majorly went up against my comfort zone but I persisted anyways to much reward at the end.

Cheryl Fisher

Financial Planner Service Assistant

What is the most courageous thing you have ever done?"

Changing and starting a new career mid- life.

Ronda LeBlanc

Senior Sales Assistant

What is the most courageous thing you have ever done?"

The most courageous thing that I did was I bit the bullet and took my series 65 exam despite being historically terrible at test taking.

Michael Tancreti

Paraplanner

What is the most courageous thing you have ever done?"

I was driving to work and witnessed a bicyclist collapse on the street and begin to have a seizure. I blocked the traffic to protect the bicyclist and assisted a nurse who was there until EMT arrived. The lady survived!

Rebecca Smith

Paraplanner Assistant

What is the most courageous thing you have ever done?"

Relocating to Tampa from Philadelphia with my entire family despite all the challenges. Best of all, we welcomed our son, who is the first generation born in Tampa. We love living in Tampa Bay for the weather and family activities!

Anthony Steele

Financial Planner Assistant

Join our team!

Econologics Financial Advisors is changing the way financial planning is done for practice owners and their associates. Our culture thrives on a strong commitment to creating client and staff success and growing the company to help more people with their finances. We are looking for like-minded individuals who are looking for a career in the financial planning world and who value productivity, teamwork and helping others achieve financial success!

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©2025, Sage Assets LLC, All Rights Reserved.

Econologics Financial Advisors, LLC (‘EFA’) is registered with the Securities and Exchange Commission as an investment advisor. (Such registration does not imply a certain level of skill or training.) EFA provides investment advisory services only in states where it is permitted to do so under state laws and only to the extent permitted thereby. This communication is not an offer to sell or effect any transaction in securities. Neither EFA nor its affiliates provide legal, tax or accounting advice. Please consult a qualified attorney or accountant. Results are not guaranteed and will vary depending on the specific circumstances of each individual and on other factors.