Lisa Russell

Lisa Russell

Lisa Russell, Office Coordinator A Florida native, Lisa is currently attending Pasco Hernando State College where she is working towards her degree in Business Management. After several years working in the restaurant industry, Lisa joined Accurate Advisory Group in...
Dan Markese

Dan Markese

Dan Markese, CFP®, Investment Advisor Representative Dan is a CERTIFIED FINANCIAL PLANNER™ Professional*. He has contributed to the success of Accurate Advisory Group’s financial planning team for more than 10 years now. His primary focus is developing strategies to...
Maria Vail

Maria Vail

Maria Vail, Client Services Coordinator A recent graduate of the University of Tampa, Maria was born in Portland, Maine and moved to Tampa, Florida with her family in 2001. She grew up in New Tampa where she attended local schools and participated in various sports....
Robert Scott

Robert Scott

Robert Scott, Senior Wealth Advisor Robert graduated from the University of Kansas with a BS in Business Administration and has almost 30 years of experience in the financial services industry. He helps clients with their insurance and investment needs and he has...
Alexis Atkinson

Alexis Atkinson

Alexis Atkinson, Client Service Coordinator Alexis was born and raised in Tampa, Florida where she graduated from Saint Leo University with a Masters of Business. While pursuing her graduate degree, she was integral in the startup success of Benzer Pharmacy as their...