Robert K. Doyle, CPA, PFS

President & Chief Investment Officer

Bob Doyle is President of Doyle Wealth Management and is a founding shareholder of the firm. He has over 25 years of experience in wealth management and personal financial planning.

Bob began his career at Price Waterhouse in Tampa in 1988. From 1993 to the inception of Doyle Wealth in 2005, Bob served as Chief Investment Officer of a Tampa Bay-based Registered Investment Advisor and also served as the Partner-in-Charge of the Personal Financial Planning Practice in a Tampa Bay based CPA firm.

Bob is a Past Chairman of the Personal Financial Planning Executive Committee at the American Institute of CPAs. Bob wrote a book on investment management and has been quoted by many of the leading members of the financial press. Bob has a BA in Accounting and Master of Accountancy from The University of West Florida

What are your passions outside of work?

When I am not working, I enjoy spending time with my wife, Jill, and our two daughters. Together, we often enjoy the outdoors together. Hiking and paddle boarding are activities we all enjoy. During the summer, we can often be found backpacking. Jill and I enjoy backpacking in the Sierra Nevada mountains in California and are section hiking the John Muir Trail together.

What do you love most about being part of Doyle Wealth Management?

What I love most about DWM is the relationships we form – both staff and clients. Those who have chosen to work here are caring and devoted people and that creates a wonderful work environment. Our clients are friendly and cooperative. Contributing to their long-term financial dreams is an honor.

What’s your favorite line from any movie?

“Badges? We don’t need no stinking badges.” The Treasure of the Sierra Madre (also in Blazing Saddles)

Jillian D. Doyle, CPA

Chief Financial Officer

Jillian Doyle is a Principal and founding shareholder of Doyle Wealth Management. She has over 23 years of experience in corporate and individual taxation.

Before founding Doyle in 2005, Jillian worked in the tax department of Price Waterhouse in Tampa and served as Manager of Domestic and International Taxation at Walter Industries, Inc. Jillian earned her BS from Florida State University and her Master of Accountancy from the University of Florida.

What professional accomplishment are you most proud of?

The establishment of Doyle Wealth Management in 2005 with my husband and one employee, Brenda. I still remember that first day’s excitement mixed with a tad bit of reservation as Brenda and I worked at our second-hand desks while Bob sat at a folding card table calling clients. I wish I had taken a picture!

What are your passions outside of work?

I grew up in a family with parents who believed strongly in getting involved in the community to make it a better place for all residents, and I carry those same sentiments. I spend time volunteering with schools that have a large population of under-served children.

What personal accomplishment are you most proud of?

In 2015, I received the Virginia Lazzara Award. Named for a woman in St. Petersburg who was known for her devotion to our community, this award is given once a year to honor an individual for her community service.

Scott Connor, CFA, CFP®

National Director, Investment Services

Scott Connor, CFA, CFP® is the National Director of Investor Services at Doyle Wealth Management. Scott has over 20 years of experience in the financial services industry including roles with Charles Schwab, Inc. as a Portfolio Consultant in the Private Client offering, as a Portfolio Manager in SunTrust’s Private Wealth Management division, and positions in privately held boutique investment management firms. Scott holds a Bachelor’s of Science degree in Finance from Thomas Edison State University as well as an MBA from Ole Miss. In addition, Scott is a CFP® certificant and CFA Charterholder. Scott lives in Orlando with his wife, two children, a dog and at least two cats. In his spare time he enjoys playing golf, coaching softball and baseball teams, and camping with his children.

What professional accomplishments are you most proud of?

I am most proud of earning my CFA designation.

What is one piece of advice you would give someone just starting out in investing?

Don’t allow your investment decisions to be ruled by emotion.

What was the first car you drove?

It wasn’t my very first car, but when I was in high school I had a 1969 Pontiac Firebird convertible, midnight blue with a white top and big burly V8 engine. That was to this day my coolest car.

Jay Rabideau, CFP®

Regional Director, Client Services

Jay Rabideau serves as a Regional Director of Client Services for Doyle Wealth Management, and brings over 10 years of experience in the financial services industry.

Jay began his career in 2008 at Raymond James Financial during one of the most challenging economic periods in recent history. Jay held several different roles within the Retirement Planning Department and spent nearly 5 years on the Fixed Income Trading Floor.

Prior to joining Doyle Wealth Management, Jay worked as the Regional Sales Director at Ameriprise Financial covering the central Florida region. He helped clients develop comprehensive financial plans and assisted them in identifying various investment options to suit their individual needs.

Originally from upstate New York, Jay was raised on the Florida Gulf Coast and attended college at the University of South Florida where he received a bachelor’s degree in Finance. Jay resides in the Lakewood Ranch area with his wife Kim and daughter Taylee. When time permits Jay enjoys golfing, volunteering, and vacationing in the Smoky Mountains.

What’s the biggest challenge when it comes to wealth management?

If I could sum it up with one word, it would be “emotions.” The stock market and events that influence it are very unpredictable and people tend to make irrational decisions during periods of high emotion. Furthermore, wealth management is at times erroneously defined as beating the stock market or chasing a segments of the market that have performed well. Instead, wealth management should be defined as an advisor-client partnership, where the advisor knows and understands their client’s situation, goals, and values. Wealth management is dynamic and unique to each individual client. Only after an advisor truly knows the client will they be able to help them effectively manage their financial emotions.

What’s one piece of advice you would give someone just starting out in investing?

I have to be a rebel and give two pieces of advice:

1) Set a realistic budget and stay disciplined.

2) Don’t wait until tomorrow to start saving. Regardless of your financial situation – put a plan together to start saving today and gratification will soon follow.

What was the weirdest food you’ve ever eaten?

My wife and I took a trip to the Turks & Caicos and spent the day on a private uninhabited island. During our boat ride on the way the captain suddenly dove into about 12 feet of water and pulled a fresh conch. When we arrived at the island he offered everyone a piece and I couldn’t say no. Fresh, raw conch… let’s just say I didn’t make that mistake again.

Anne Drake McMullen

Chief Development Officer

Anne Drake McMullen is the Chief Development Officer for Doyle Wealth Management and has worked for the firm since 2010.  Anne has been instrumental in advancing the presence of the firm in the St. Petersburg region through her services on the St. Petersburg Chamber of Commerce, St. Petersburg Economic Development Corporation, St. Petersburg Downtown Partnership, the Dali Museum Guild, Tiger Bay, Tampa Bay International, the Suncoasters, Craftsman Museum, Courageous Conversations, St. Anthony’s Hospital, and her church board.  Anne was born in Boston and brings with her a broad background after graduating from George Washington University and working in Washington, DC and Columbus, Ohio before moving to Pinellas County.

What professional accomplishment are you most proud of?

I am most proud of my leadership in the St. Petersburg Chamber of Commerce, receiving the Paul Getting Chamber Member of the Year Award in 2014 and being elected as Chamber Chair in 2018, the fourth woman Chair in its 119-year history.

What are you most proud of in your personal life?

It is an honor to be married to Neil McMullen, one of the Pioneer Founding Families of Pinellas County in 1845.  Two family McMullen homes can be visited at Heritage Village in Largo, and Neil’s grandfather, Don McMullen, was instrumental in creating Pinellas County which used to be known as West Hillsborough prior to 1912.

What are your passions outside of work?

I love spending every possible moment with my incredibly accomplished adult children and my grandchildren.  My son is serving a Post-Doctoral Fellowship at Harvard & MIT for his work in genomics and cancer research; while my daughter works for the Department of Defense for Biological Threat Prevention.

What was your most memorable experience?

I was privileged to take a four-week sabbatical exploring the entire country of Greece and rediscovering my Greek heritage.  Incredibly, I discovered the four small villages from where my grandparents emigrated in the early 1900’s and wondrously found immediate family members in three out of the four villages. It was a profound opportunity to resume the connections lost when my grandparents passed away long ago.

Todd B. Youngs, CFA

Director Of Portfolio Management & Senior Wealth Manager

Todd Youngs is the Director of Portfolio Management at Doyle Wealth Management. He has over 15 years of experience in the financial services industry. He began his career at Merrill Lynch as a Registered Client Associate. From there, he went on to work at Franklin Templeton Investments, where he held various roles, the last of which was Senior Analyst in the Global Product Strategy group. Most recently, he served as a Research Analyst with PricewaterhouseCoopers LLP.

Todd was awarded the Chartered Financial Analyst (CFA) designation in 2011. He is also a member of the CFA Institute and the CFA Tampa Bay Society. He earned a dual MBA and MS in Finance from the John Sykes College of Business at the University of Tampa. He completed his undergraduate work in Computer Science and Business Administration at Furman University in Greenville, SC.

Outside of work, Todd enjoys woodworking and running. He lives in St. Petersburg with his wife and two children.

Why did you get into this profession?

I was first introduced to investing by my grandmother. I would always sit next to her on the couch when she visited and she would tell me about the companies she owned while looking at the newspaper. In my sophomore year of college, I started asking a lot of questions during an internship. My bosses gave me books to read and gave me access to all the research I wanted. I was hooked; I would spend hours in front of a computer reading about companies and scouring through their financial reports. After college I moved through various roles in the financial services industry: assisting advisors, mutual fund sales, product management, consulting, and research. I discovered through my experiences that I gained a feeling of satisfaction and a huge sense of accomplishment in helping people.

What are your passions outside of work?

If I am not spending time with my family, my latest obsession is golf. I also enjoy woodworking. I keep telling myself I want to run another marathon but that hasn’t happened yet.

What’s one piece of advice you would give someone just starting out in investing?

It’s hard to narrow it down to just one thing. Howard Marks from Oaktree Capital once said, “The riskiest kind of market is the one where investors believe there is no risk.” There are a few lessons that someone can derive from this quote: do your homework and know what you own; don’t get caught up in the hype and let your emotions take control; and just because an investment has done well in the past doesn’t mean it will continue to do well going forward.

Cassandra M. Smalley, CFA, CFP®

Director Of Financial Planning & Senior Wealth Manager

Cassandra serves as the Director of Financial Planning at Doyle Wealth Management, working directly with clients to develop a cohesive strategy to meet their most complex financial goals. Her comprehensive approach solves wealth management issues in the areas of retirement planning, investment management, tax, estate planning, insurance analysis, and college planning. Her approach focuses first on a thorough understanding of client circumstances in order to provide them with a truly customized plan to achieve their goals.

Prior to joining Doyle Wealth Management, Cassandra worked for national financial services companies and brings over ten years of experience in a variety of capacities. In prior roles, her responsibilities included serving as a subject matter expert to advisors on financial planning topics, developing financial plans for high-net-worth clients, shaping advanced financial concepts training, and delivering presentations on various investment themes. Throughout her career, Cassandra has gained extensive experience in comprehensive wealth management for high-net-worth clients and institutions. At her previous employer, Cassandra was recognized as a mentor and leader to other financial professionals and served on several committees focused on developing financial planning training and education.

Cassandra received her bachelor’s degree from the University of Florida and MBA with a Finance Concentration from the University of North Florida. She was awarded Excellence in Graduate Management Studies for graduating first in her class. Cassandra also participated in the Chartered Financial Analyst (CFA) Global Investment Research Challenge and was a member of the team that won the Florida Region, advancing to the International semi-finalist round.

In her spare time, Cassandra enjoys traveling, outdoor activities, and most importantly, family time. She is married to Kevin and has two energetic young daughters, Addison and Meghan.

Why did you get into this profession?

The best advice I ever received came from my mother who said, “The only thing in life that no one can ever take away from you is your education.” I took that to heart when trying to find my career path. I went back to school to earn an MBA with a Finance concentration and landed a job with an investment company. Through many conversations with clients during the exuberance of the real estate boom to the calamity in the markets that soon followed, I realized that investing is more than just buy this, sell that. It became personal. These accounts were their life savings, their retirement funds, and college accounts for their grandkids. Each had a purpose and a story to tell. The more knowledgeable I became about investing, the more I realized how much more there is to learn. I wanted to share the importance of sound financial advice and diligent investing with my clients to help them avoid the downfalls of timing the market and mistakes that cost life savings. I studied to earn the CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Analyst designations. I am very proud of those achievements, and they now make nice art on my office walls, but there’s so much more to it than that. I know that I am in this profession today because I want to be a part of the journey in helping each client achieve financial freedom, to retire comfortably and know that they have peace of mind throughout any market that lies ahead.

What are your passions outside of work?

I have two energetic, young daughters that are my whole world. We spend a lot of family time swimming in the pool, chasing them around our neighborhood golf course, riding bikes, and any activity that allows them to burn off tons of energy. Sometimes my weekends are more exhausting than the work week!

What’s one piece of advice you would give someone just starting out in investing?

Work hard, SAVE HARD, play hard! If you save 10-20% of your income now, you will be able to enjoy many more years of your choice of fun!

Describe your dream vacation.

Italy… All of it! From the romantic gondola ride with my hubby, photo opp holding up the Tower of Pisa, view the masterpiece that is the Sistine Chapel, experience Vatican City, the architecture of the Duomo, and everything magnificent in between. I’m all ears if you know how to see it best!

Amy Powell, CFA

Senior Wealth Manager

Amy L. Powell is a Senior Wealth Manager at Doyle Wealth Management. She has over ten years of experience in the financial services industry and investment management.

She began her career as a research analyst with Raymond James Financial, Inc., with a particular focus on sector and international mutual funds. From there, Amy went on to work for the asset management team at Transamerica Corp., which was responsible for the oversight of Transamerica’s mutual fund, annuity, and retirement plan products.

Amy earned a Bachelor of Science degree in Finance from the University of Central Florida and was awarded the Chartered Financial Analyst (CFA) designation in 2010. She is also a member of the CFA Institute and the CFA Tampa Bay Society. In her free time, Amy is a fitness enthusiast and active participant in local tennis leagues and tournaments.

What are your passions outside of work?

I love to play tennis, and St. Petersburg has several great local leagues and tournaments for all levels of play. It’s a fun way to fit in some exercise, and the leagues provide great motivation to keep improving your game. I’m also a huge animal lover; growing up I always thought I’d become a veterinarian. I have owned various kinds of pets throughout my life and enjoy supporting local animal-related organizations.

What’s the one piece of advice you would give someone just starting out in investing?

Start NOW. One of my favorite quotes is the proverb: “The best time to plant a tree was 20 years ago. The second best time is now.” Time is one of your biggest allies when it comes to investing. Many people put it off because they don’t know how to get started or feel overwhelmed by the process. If that describes you, seek help! There are so many great resources available these days; there’s really no excuse not to start as soon as possible so you can secure a stable financial future for you and your family.

What are your three favorite foods?

I love international cuisine, but my favorites are probably Indian and Mexican. I also have an insatiable sweet tooth, so I love pretty much anything chocolate!

Chris Jay, CFP®

Senior Wealth Manager

Chris Jay serves as a Senior Wealth Manager at Doyle Wealth Management. He brings over eight years of experience in the financial services industry. As a Certified Financial Planning practitioner, his expertise is working with clients to review their retirement, insurance, tax, and estate planning needs, and working with them to create an investment strategy that aligns with each client’s unique goals and preferences

After graduating from Flagler College in St. Augustine with a bachelor’s degree in Business Administration, Chris began his career with Fidelity Investments in 2007 in various roles, but most recently as a Financial Consultant, managing $400M in assets under administration. He helped clients develop retirement income plans, and helped them consider investment and income options.

Prior to working with Doyle Wealth Management, Chris was a Client Advisor at Mercer Global Advisors. He also served in a holistic advisory role, working with about 70 high net worth families. In addition to developing their investment strategy from a suite of options, he also reviewed estate plans, tax returns, and insurance needs to work with clients’ attorneys, CPAs, and insurance agents to educate and guide clients on their overall financial journey.

Why did you get into this profession?

I got into financial services in November 2007. Little did I know the market had peaked a month earlier and we would endure our generation’s worst stock market decline in the coming 16 months. I learned two things from that very difficult time in the market.

The first was that the stock market can be wild, illogical and scary sometimes. The second was that during that time, the number on the bottom of that statement wasn’t just a loss of capital for many clients. It was a fear that they may not be able to pay for their kids’ college, possibly never retire, or run out of money before they run out of time.

I’m a financial advisor because I wanted to be trusted by our clients to provide unbiased advice, guidance, and direction in their financial lives. I want to put them in a position to achieve all the goals they’ve set.

What are your passions outside of work?

Outside of work, my main passion is spending time with my family.  My wife Nicole and I have a daughter named Henley and a son named Greyson.  We also have two whippets that love to run.  When we’re not here locally spending time at the dog park or beach, we also love to travel. I love hearing about all of my clients travel experiences so that we can narrow down our next destination.

What’s one piece of advice you would give someone just starting out in investing?

Save early, Save often. There are a number of different pieces that talk about the power of compounding, and the more you let your money work, the less you have to. Trying to max out an employer-sponsored 401(k) or 403(b) is a great start. If you can do that, then try to make maximum contributions to an IRA. You’ll be amazed by how quickly it adds up.

Jim McGinty

Senior Wealth Manager

Jim McGinty is a Senior Wealth Manager with Doyle Wealth Management, and he has over 25 years of experience in the financial services industry.  After earning a B.A. in Accounting from the University of South Florida, Jim practiced as a C.P.A. in the Tampa market with Arthur Andersen & Co.  Prior to joining Doyle Wealth management, Jim served clients with the Private Bank of Wells Fargo as well as PNC Bank’s Wealth Management Division.  Jim is very active in his community and currently serves as a Board Member and the Secretary of the SPCA Tampa Bay, as well as a Trustee of the Johns Hopkins All Children’s Foundation in St. Petersburg, Florida.

Jim and his wife Debbie live in Seminole, Florida with their two Australian Labradoodles.  Outside of work, Jim and Debbie enjoy traveling and spending time with their three young grandson’s – Keegan, Truett  and Rowan.

What is the one piece of advice you would give to someone just starting out in investing?

Start as early as possible and buy high quality investments.

What is the best dessert you’ve ever had?

Trifle made by my grandmother.

What is your favorite animal?

My two dogs – they are Australian Labradoodles.

Andrew R. Lundin, CFP®, CTFA

Senior Wealth Manager

Andrew joined Doyle Wealth Management in 2018 as a Wealth Manager and has over 10 years of experience in the financial services industry.

Prior to Doyle Wealth Management, Andrew worked in the Trust and Investment department for BMO Private Bank, a fully owned subsidiary of the Bank of Montreal. Andrew served as the lead relationship manager for affluent individuals and their families, as well as non-profit and for-profit organizations. There he led a team of discipline professionals helping clients in the areas of Investment Management, Financial Planning, Trust Administration, Tax, and Philanthropic Giving. Andrew’s expertise is in his ability to take a holistic look at his client’s financial lives through the planning process, helping them define and articulate their goals, and then providing them simple and concise solutions to their complex financial concerns.

Andrew is a CERTIFIED FINANCIAL PLANNER™ Professional and a Certified Trust & Financial Advisor. He earned his bachelors of Business Administration degree from Robert Morris University where he was also a member of the golf team. Andrew and his wife Traci reside in downtown Saint Petersburg, and in his spare time can be found playing a local golf course, fishing from his stand-up paddle board, or taking in all the vast cultural attractions that St. Pete has to offer.

Why did you get into this profession?

I got into this profession because I wanted to help people gain a better understanding of investing, retirement income and their relationship with money. I had seen so many people that were receiving “advice” from advisors that didn’t have their client’s best interest in mind. Once I found the Fiduciary investment side of the investment world, I realized I had found my calling. Being a Fiduciary for my clients means that their needs and goals are most important, and we work everyday to go the extra mile for our clients.

If you knew you could not fail, what would you do?

I would be in a rock band on a world tour. This is more of a dream than anything because I have virtually no musical talent…unless you hear me singing alone in the car.

One goal that I’m saving for is…

This is a long time away, but I would love to buy and retire on a large piece of land in East Tennessee or the hill country of Texas.

Steven Cantillo, CFP®

Senior Wealth Manager

Steven Cantillo,  CFP® joined the Doyle Wealth Management team in 2018 as a Wealth Manager, bringing with him 11 years of experience in personal financial planning. While employed by Ernst & Young’s Employee Financial Services practice, Steve guided clients from Fortune 500 companies and not-for-profit organizations in creating plans for meeting their financial goals. As a subject matter specialist in financial planning and company-sponsored benefits, Steve also led teams of other financial planners in the development of  thoughtful, personalized financial guidance and education for their clients. Additionally, during his tenure, Steve worked with sponsors on program design, including communications development and other employee education initiatives to promote engagement with company benefits. Steve is also fluent in Spanish.

What are your passions outside of work?

I have a passion for financial literacy and community service, particularly as it applies to personal or professional development. When I’m not in the office or spending time with my family & friends, I lead a team of local professionals dedicated to the development of Latino and Latina leaders in the Greater Tampa Bay area, as well as student chapters across the State of Florida.

Describe your dream vacation.

My dream vacation would be a 2-month tour of Spain, Italy and Greece. I would visit all the major destinations in each of the three countries, spending extra time in the coastal cities and islands, becoming intimately familiar with the culture and cuisine.

What is your favorite book or movie?

My favorite book is The Alchemist by Paolo Coelho – the book’s theme of self-realization and the significance of Santiago’s personal journey is a message most anyone would benefit from hearing at least once in their lives.

Konstantin Bystritsky, CFP®

Wealth Manager

Konstantin brings over 13 years of experience in the financial services industry. He began his educational path at the prestigious Cape Cod Academy. Konstantin then commenced to the University of Massachusetts, where he earned his degree in Bachelor of Arts with a Major in Finance. After graduating, Konstantin joined Fidelity Investments and served in various personal financial planning roles. Through Bryant University Executive Development Center, he became a CERTIFIED FINANCIAL PLANNER ™ Professional. While employed at Fidelity in Tampa, Konstantin was part of a team that managed more than 450 high-net-worth client relationships and assisted them with creating financial plans for accumulation, preservation and transferring personal wealth.

Konstantin and his wife met while in college and have been married for 11 years. They have two amazing and rambunctious sons. The family enjoys the outdoors, watching football, and taking family rides in their Jeep. They also love cooking and tasting new cuisines. He is fluent in Russian language.

Why did you get into this profession?

I am a naturally very caring person and even as a child knew that I wanted to be in a profession where I could help others. I became passionate about finance at a very young age when my parents introduced me to the concept of tax deferral via their 401k. Unfortunately, not a lot of people had an opportunity to learn about starting to save early. My goal in this profession has always been to educate and help others.

Tell us a little bit about your family…

My household is immensely diverse. I am fluent in Russian and my wife is fluent in Spanish. My wife and I have always made an effort to learn each other’s native languages. Our sons have grown up accustomed to both dialects and cultures.

When people look at me, they would never guess that I…

Unbeknownst to many, I have a passion for music. I began with a minor hobby as a Disc Jockey using turntables and vinyl records early on in high school. Soon enough, I was the primary Disc Jockey for many major events held on Cape Cod. I still enjoy playing music on my records. My sons have also inherited my love for music.

Dylan Kesterson, CFP®

Wealth Manager

Dylan Kesterson is a native of Winter Park, Florida, and a graduate of the University of South Florida Muma College of Business. While at USF, he earned his Bachelors of Science Degree in Finance with a concentration in asset management, and was a student analyst for the school’s Student-Managed Investment Fund program. Prior to joining the firm, Dylan served as a financial advisor and client relationship manager at Westshore Financial Group in Tampa.

One goal I’m saving for is…

To buy a sailboat. I learned to sail when I was 10, and I love to be on the water. I’ve heard you should name your sailboat after a woman, so I’m going to name my boat, “Laurel Ann,” after my mother.

Describe your dream vacation:

As I said, I love to be on the water, so my dream vacation would be sailing around the Caribbean island-hopping. I love Caribbean food, music, and the people are wonderful. They also have world-class beaches, golf courses, and the fishing isn’t too bad either.

If you had your own talk show, who would your first three guests be?

My first guest would be Michael Jordan. MJ is the world’s greatest competitor and winner, and his insights into the mindset of a champion would be intriguing. My second guest would be George Clooney, mostly because he’s the most interesting man in the world. My last guest would be Warren Buffett of course, for his wisdom and knowledge about business.

Raeleen von Inten

Client Support Associate

As a Client Support Associate, Raeleen provides day-to-day staff support services for the Doyle Wealth team. Her previous work experience includes positions with the Pinellas County School Board as a Truancy Officer, and most recently with the Pinellas County Courts as a Case Manager in Family Law.

During her free time, she enjoys spending time outside skating, hiking, or at the beach.  She recently became a Grandma and her granddaughter is her latest obsession.  Raeleen has also taken in many animals, currently she shares her home with one dog, three cats and five budgie birds.

One goal that I’m saving for is…

A property in the mountains of North Georgia or North Carolina where my family and I can rest, relax, and make memories.

When people look at me, they would never guess that…

I am a proud grandmother.

What are your passions outside of work?

I enjoy volunteering and being of service to others. It really helps me stay grounded and keeps my heart full.

Loren Yancey

Client Support Associate

Loren Yancey is a native of Tampa, Florida and has been residing over the bridge in St. Petersburg for 8 years. She joins Doyle Wealth Management as a Client Support Associate and brings over 12 years of experience in Operations and Client Services. Loren previously held the position of Director of Operations for Tampa Bay Food Trucks where she coordinated the schedules of over 100 food trucks for local events such as the John’s Pass Seafood Festival and Cigar City Brewing’s Hunahpu.

In her free time, she plays banked track roller derby for Deadly Rival and is known by her fans as Princess Slaya.

What personal accomplishment are you most proud of?

I had the opportunity to travel twice with Habitat for Humanity’s Global Village program. In 2004 we went to Ghana and the next year to Costa Rica. On both trips I was able to raise enough money to bring over 200 toys to an orphanage in Ghana and 150 toys to the Children’s Hospital in Costa Rica.

If you had your own talk show, who would your first three guests be?

Eleanor Roosevelt, David Bowie and Bradley Cooper.

Describe your dream vacation.

I enjoy traveling and have visited over a dozen countries. A bucket list vacation would be to spend a month traveling by Euro rail in a private sleeper cabin where I could wake up in a new country every few days.

Ross Parker

Client Support Associate

After high school, I pursued a formal educational degree at the University of South Florida.  I graduated in May of 2019 with a Bachelor of Science degree in Personal Financial Planning.  My business background consists of a year long internship at Franklin Templeton Investments in Saint Petersburg Florida where I worked in the customer operations department.

Connie E. Roman, CPA

Controller

Connie Roman is the firm’s controller and handles overall responsibility for accounting, financial reporting, billing, and administration. She brings over twenty years of experience in corporate accounting including engagements with Fortune 500 companies such as Olin Industries, Pall Engineering, and AEGON-Transamerica. Connie has worked for regional and local firms in Dallas and Clearwater and she has extensive exposure to a wide range of corporate environments. She earned a BS in Accounting from the University of Texas in Austin.

Why did you get into this profession?

I have always enjoyed working with numbers and wanted make a tangible contribution by supporting my fellow associates and our clients with accurate tax and accounting support services.

What are your passions outside of work?

I spend a lot of my free time walking in our local parks and on the area beaches with my husband. I also like dancing, horseback riding, swimming, and reading when I get some quiet moments.

What personal accomplishments are you most proud of?

Continuing to expand and enhance my public accounting and tax skills while maintaining my Florida and Texas CPA accreditations. Joining a dedicated team that creates tangible value for clients and provides critical strategic financial advice and timely tax management strategies for individuals, families and trusts. Spending time as an incognito community volunteer.

Joshua M. Pisa, CPA, EA

Tax Director

Josh is a Tax Manager at Doyle Wealth Management.  Josh has over 10 years of experience in the financial services industry.

Josh began his career as a Financial Specialist with Wachovia Bank in 2006.  In 2010, Josh went on to work for the financial planning team at Ernst & Young, LLP, which was responsible for providing financial planning, and benefit counseling to corporate employees, and executive groups.  In 2012, Josh transitioned to the Private Client Services team at Ernst & Young, LLP, where he most recently served as a Tax Manager.  As a Tax Manager, Josh’s responsibilities involved providing comprehensive tax and consulting services.  Josh served a wide variety of clients including high net worth individuals, businesses, entrepreneurial families, athletes, professional sports organizations, and real estate developers.  These services often comprise taking a holistic approach to wealth planning that encumbers such things as income taxes, wealth and transfer planning, charitable giving, and business transactions.  Josh has experience in individual taxation, trusts, private foundations, family partnerships, and other closely-held businesses.

Josh earned a Bachelor of Science degree in Finance from the University of Tampa.  He is a registered CPA in the state of Florida and a member of the AICPA.

What do you love most about being part of Doyle Wealth Management?

The people!  I truly believe that I am surrounded by some of the best people in the business.

What are your three favorite foods?

First, my wife’s chocolate chip cookies. They are amazing!

Second, anything at Bern’s Steak House, but especially the Chateaubriand.

Lastly, New York City pizza.

What is your favorite book or movie?

Any movie with superheroes, I love them all!

Joshua Graben, CPA

Tax Senior & Wealth Manager

Josh Graben serves as a Tax Senior at Doyle Wealth Management, where he provides clients with tax services and advice to help them achieve their financial goals.

Prior to working at Doyle, Josh served as a Tax Senior at Ernst & Young, LLP.  Josh’s responsibilities at EY included consulting and holistic tax services for private businesses, high net worth individuals and their trusts, business aviation, and corporate groups.  These services involved developing strategies to achieve wealth transfer, income tax, and cash flow goals in a tax-efficient manner.

Josh earned his Bachelor of Science in Accounting as well as his Master of Accounting with a Concentration in Taxation from the University of Florida.  He is a registered CPA in the state of Florida and a member of the AICPA.

What are your passions outside of work?

My simple passions in life are enjoying the outdoors and the eccentricities of St. Pete. I love to go out to the bay with a book, hammock, and a guitar to spot the dolphins that swim by, or to get away for the weekend and camp at the natural springs in central Florida.

Describe your dream vacation.

I want to take an extended winter vacation in a cabin in Norway. Whale watching and the northern lights would be a nice change of pace from the Florida Gulf Coast lifestyle.

What was your worst summer or part-time job?

My worst part-time job was as a parking attendant for football games at the University of Florida.  While all my friends were setting up tailgates, I would get up several hours early and stand in a corner of campus in a bright orange vest to direct traffic.  I’d have to sprint to the stadium with a change of clothes to catch the game after my shift was over.

Robyn A. Bowman

Operations Manager

As an Operations Manager, Robyn supports all of the daily functions at Doyle Wealth Management. She brings her more than 20 years of experience to the table to help the operations team ensure the overall success of the firm. Robyn is actively pursuing her Bachelor of Science degree in Finance at the University of South Florida.

What do you love most about being part of Doyle Wealth Management?

Hands-down, the best part of Doyle Wealth Management is the people who work here. In my role as an Operations Manager, I have the opportunity to ensure the overall success of the team, and it is an absolute pleasure to do so. The staff is extremely capable and knowledgeable.

What is your favorite book or movie?

My favorite movie is the classic 1958 film Auntie Mame, which stars the amazing Rosalind Russell. I always watch it whenever I need a laugh. “Life is a banquet, and most poor suckers are starving to death!”

Describe your dream vacation.

I’m not sure I can put my finger on why, but I have always dreamt of vacationing in the heart of the Gobi desert in Mongolia. There’s something extremely calming about looking out and seeing nothing but sand dunes as far as the eye can see. I also hear that Mongolians are a (literally) warm and friendly people.

Kimberly A. Markiewicz

Operations Manager

As an Operations Manager, Kim supports all of the daily functions at Doyle Wealth Management. With more than 27 years of financial services experience, she helps the operations team ensure the overall success of the firm. Kim has an associate’s degree from The Community College of Baltimore County and continued her studies at the University of Baltimore. She enjoys sailing, traveling and exploring with her family.

What do you love most about being part of Doyle Wealth Management?

There are plenty of things to list, but I would have to say that I love the people here the most. I have been working in the financial industry for over 28 years, and I’ve never enjoyed my work more than I have at DWM.

What are your passions outside of work?

When I’m not in the office, you can often find me out sailing with my family. We have a boat that we take out to catch the salty Gulf breezes, and it is always a ton of fun to fish, watch the dolphins play in our wake, and plunder unsuspecting ships.

If you had your own talk show, who would your first three guests be?

I think it would have to be 4 people – Albert Einstein, Henry Kissinger, Mahatma Gandhi, and the Dalai Lama.

Stacy Goodrich

Compliance Manager

As Administrative Assistant Stacy provides day-to-day staff support services for Bob and the Doyle Wealth team. Her previous work experience includes positions with the Internal Revenue Service in Lanham, Maryland, and the U.S. Department of State in Sydney, Australia. Stacy graduated from George Mason University with a Baccalaureate degree in Interpersonal Communication and Mediation.

During her free time, she enjoys spending time on, in, or under the water.

What do you love most about being part of Doyle Wealth Management?

Getting to know our clients! Because I don’t deal with the financial aspect of the business, my interaction with the clients tends to be a bit more relaxed. I get to hear about travel plans, grandkids, new cars – you name it. We have a very eclectic client base and I enjoy getting to know each and every one!

What’s one piece of advice you would give someone just starting out in investing?

It is never too early to start investing in yourself and your future. No matter what your budget constraints are, always pay yourself first and understand the importance of living within your means. Set aside some amount of money each paycheck (even if only a few dollars), and let that money work for you.

One goal that I’m saving for is….

A trip back to Australia for my husband and I. From 2006-2010 we lived in Sydney, Australia, and during those four years, we made so many lifelong friends and experienced so many magical moments. We hope to get back and visit for a month in 2019 to rekindle those friendships and experiences.

When people look at me, they would never guess that…

I am a grandmother of 6!