ADDITIONAL INFORMATION

Meet the Team 

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Gabriel Burgos (Founder & President)

Gabriel Burgos is a managing partner and founder of Burgos & Brein. He has resided in Central Florida most of his life where he attended school for business and finance. As an entrepreneur, Gabriel has owned and operated two successful businesses in mortgage and financial industries. After an unexpected downturn in the mortgage market and the economy Gabriel decided to shift career paths and dedicate his life to helping clients, friends, and family with their financial education. Gabriel’s goal is to help preserve and protect his clients’ assets, and help them build and protect their retirement future.

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Matt Carli (Chief Marketing Officer)

Matt Carli brings more than 15 years of experience in sales, marketing and advertising to his role as Chief Marketing Officer at Burgos & Brein. Matt’s primary focus is to continually increase thought leadership eminence and brand awareness to help drive business results. He has daily oversight of the website, video channel, social media, and thought leadership content. An adept researcher, he also keeps abreast of industry trends and challenges and provides business intelligence to the company. He positions Burgos & Brein's executive leaders as experts in financial planning at key conferences, business forums and speaking engagements for assisted living facilities.

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Kamila Koloziova (Vice President of Operations)

Kamila Koloziova joins Burgos & Brein as Vice President of Operations. As a member of the Executive Leadership Team, Kamila will lead business processes, provide market insights to support Burgos & Brein's investment and asset management strategies.

 

Known for her prioritization and execution, she has supported the most senior executives of enterprise as they managed organizational change, increased operational effectiveness, and accelerated business growth. In her capacity, she works closely with Burgos & Brein executives on business initiatives, corporate goals and delivery of business values.

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Darek Smith (Investment Advisor Representative)

Darek Smith is an investment adviser representative with Burgos & Brein. He has lived in the Central Florida region most of his life. He went to college at Illinois State University. He has years of experience in the financial world where he has worked in financial services, insurance and mortgages.With all of the uncertainty and changes in the financial world, Darek is grateful to be in the fortunate position of helping people to safely and confidently navigate their own financial lives. 

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David Lebold (Investment Advisor Representative)

David Lebold is the regional director of Burgos & Brein in Southeast Florida, and the newest member of the team. In keeping with the firm’s mission, he is an advocate for solutions that reduce financial risk and strives to educate and assist retirees on ways to protect and preserve their financial security.

 

David is an Investment Advisor Representative, registered with the state of Florida. David offers investment advisory services through Burgos & Brein, a Registered Investment Advisor Firm.

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Jose Cruz (Executive Managing Officer)

Bio coming soon

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Daniel Espino (Medicare Solutions Specialist)

Daniel Espino is a Retirement Specialist with Burgos & Brein in Central Florida. He provides his clients with personalized services and is dedicated to educating retirees about their health (Medicare) and finance options; from mortgage protection, life insurances, long term care insurance and final expenses. As a family-oriented man he effectively caters to others’ needs. Through professionalism and communication, his goal is to always go the extra mile and find a way for retirees to better understand and prepare for their needs by educating them about their rights and options.

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Ileana Burgos (Client Services Representative)

Ileana Burgos is the firm’s client services representative. She serves as the principal liaison between the firm and its valued clients. In addition to researching and responding to client needs, Ileana works with Burgos & Brein's leadership team to promote the firm’s products, services and accomplishments by spearheading its initiatives. She also provides administrative support to financial advisors and assists with business development.

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Ileana Burgos (Client Services Representative)

Ileana Burgos is the firm’s client services representative. She serves as the principal liaison between the firm and its valued clients. In addition to researching and responding to client needs, Ileana works with Burgos & Brein's leadership team to promote the firm’s products, services and accomplishments by spearheading its initiatives. She also provides administrative support to financial advisors and assists with business development.

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Tressa Henning ( Benefits Coordinator)
Tressa Henning

Tressa Henning is the New Business Manager for Burgos & Brien.  She brings over 17 years of experience in mortgage, legal, banking and financial services.  She has extensive experience building strong relationships with clients, acute attention to detail, and processing successful applications.  Tressa will treat your family members as her own and is available to assist in all aspects of the application process.  She is grateful to be able to assist veterans and their families obtain benefits that they are entitled to due to military service. 

Debbie McKinney (Benefits Coordinator)

Debbie is a Benefits Coordinator at Burgos & Brein. Debbie’s attention to detail and passion in aiding clients have made her a favorite of our clients. She effectively helps anywhere that is needed making her an essential piece in daily operations and a key contributor to the overall success of the firm.

STRATEGIC PARTNERS

Retirement Planning Boca Raton
Scott Sexton

VA Accredited Attorney

Scott W. Sexton was admitted to the Kansas Bar and to practice before U.S. District Court, District of Kansas in 2003. He began his legal career serving as Assistant General Counsel for the state of Kansas' Public Employee Retirement System (KPERS) where he was first exposed to the areas of Long Term Care Planning and Elder Law. In 2004, he joined Scott, Quinlan, Willard, Barnes & Keeshan LLC, a private general practice law firm in Topeka where he continued working with families as an Estate Planning Attorney. 

Ronda Westfall

Attorney at Law

Ronda was born in Ohio, but moved to Florida at a young age and considers herself a Florida girl. She graduated from UCF in 2001 with a music degree and later went on to graduate in 2006 from UF’s Levin College of Law. She was admitted to the Florida Bar in 2006 and since then she has focused her areas of practice in family law, real estate law, and contract law.

 

Ronda advocates for the legal rights of her clients in a variety of ways. Whether she is working with a client in real estate, contracts, or family law. 

Retirement Planning Clermont
Retirement Planning Kissimmee
Retirement Planning Lakeland
Nick Stovall, CPA / PFS

Tax Strategist and Consultant for Stovall & Associates

Nick Stovall CPA/PFSSM, MBA boasts an extensive background in accounting, finance and investments. With over 20 years of experience, he brings decades of private industry accounting, public accounting, business taxation, IRA taxation, technical taxation, tax law and tax policy knowledge to the organization. With an in-depth knowledge of the financial services industry and solid understanding of the complex demands of diverse business settings, his experience provides an invaluable perspective on the intricate relationships between tax and business issues.

Wayne Schmidt, CFA, MBA

Chief Investment Officer of Gradient Investments, LLC

In October 2008, Wayne Schmidt joined Gradient Investments, LLC and serves as Chief Investment Officer. With 26 years of investment experience, Wayne brings decades of institutional experience and in-depth knowledge of the private client market to Gradient Investments, and offers a global investment management perspective.

 

Wayne is an invaluable and direct resource for affiliated investment advisors and their clients. He provides vast wisdom, knowledge, experience and tools to help investment advisors grow their practice, while also growing clients’ assets.

Michael Binger, CFA

Senior Portfolio Manager of Gradient Investments, LLC

Michael Binger, CFA®, serves as the senior portfolio manager for Gradient Investments, LLC. Binger brings over 24 years of institutional equity investment experience to Gradient Investments and its affiliated advisors and clients. He has extensive experience working directly with financial advisors designing and actively managing portfolios. Binger has successfully invested in numerous market and economic cycles giving him a level and depth of experience that is rare in this industry.

Burgos & Brein is the leading financial advisor and retirement planning firm in Apopka, Clermont, Kissimmee, Lake Mary, Maitland, Ocoee, Orlando, Oviedo, Windermere and Winter Park specializing in long-term investments.

FINANCIAL ADVISOR     RETIREMENT PLANNING     IRA PLANNING     INSURANCE     FINANCIAL ANALYSIS     LONG-TERM CARE PLANNING     VA PENSION ASSISTANCE      MEDICAID PLANNING     ACTIVELY MANAGED INVESTMENTS

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All written content on this site is for information purposes only. Opinions expressed herein are solely those of Burgos & Brein and our editorial staff. View Full Disclaimer.