Dan Goldberg CFP®, ChFC®, CLU®, AIF®
Managing Partner
(813) 961-7940
(813) 961-7583
dan@onesourceadvisory.com
keith@onesourceadvisory.com
Rich Goldberg CLU®, ChFC®, CFP®, AIF®
Financial Advisor
954-885-5065
888-302-4662
rich@onesourceadvisory.com
Avi J. Mesch CLU®, ChFC®, AIF®
954-885-5064
844-344-3687
avi@onesourceadvisory.com
Joe Sissel, RICP®
(863) 701-7402
(863) 701-7420
joe@onesourceadvisory.com
kenneth@onesourceadvisory.com
mia@onesourceadvisory.com
863-701-7402
863-701-7420
joe.rossman@onesourceadvisory.com
Chief Operating Officer
katie@onesourceadvisory.com
Director of Financial Services
morgan@onesourceadvisory.com
Director of Operations | Lakeland
casey@onesourceadvisory.com
Paraplanner
madisyn@onesourceadvisory.com
Financial Services Assistant
janet@onesourceadvisory.com
Financial Services Support Specialist
lisanne@onesourceadvisory.com
Client Relations Specialist
813-961-7940
813-961-7583
awbrey@onesourceadvisory.com
Financial Services Administration
grady@onesourceadvisory.com
