ADDITIONAL INFORMATION
Meet the Team:
Gabriel Burgos (CEO & President)
Gabriel Burgos is the CEO and founder of Burgos & Brein Wealth Management. He has resided in Central Florida for over 33 years where he attended school for business and finance. Gabriel is a visionary and passionate about Business and Philanthropy. He is considered one of the top experts in the United States, with over 15 years of experience with Long-Term Care, Asset Protection, Retirement Planning, and VA & Medicaid topics. Gabriel’s passion is to help all his clients’ Grow, Preserve, and Protect their assets during these uncertain times.
Kamila Koloziova (Chief Operating Officer)
Kamila Koloziova joins BBWM as Chief Operating Officer. As a member of the Executive Leadership Team, she oversees day to day operations.
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 BBWM executives on business initiatives, corporate goals and delivery of business values.
Darek Smith (Chief Compliance Officer)
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.
Lori Thum (Chief Marketing Officer)
Lori Thum joins BBWM as Chief Marketing Officer. As a member of the Executive Leadership Team, she oversees all marketing efforts to make sure we maintain great relationships with clients, facilities, and companies.
Lori brings over 25 years of experience in the Medicaid industry and leadership roles. When Lori is not growing the company or managing our Marketing Directors, she is focused on client appointments to help protect and preserve their assets by providing proactive solutions to Long-Term Care needs.
David Lebold (Investment Advisor Representative)
David Lebold currently manages the RIA office for BBWM in Boca Raton, Florida. 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. He specializes in VA & Medicaid topics and has helped thousands of client protect their estate.
David is an Investment Advisor Representative, registered with the state of Florida. David offers investment advisory services through BBWM, a Registered Investment Advisor Firm.
Jose Cruz (Executive Managing Officer)
Jose Cruz is Executive Managing Officer of Burgos & Brein Wealth Management. He oversees the Individual Retirement, Life Insurance, and Medicare businesses, providing a broad range of insurance solutions to custom tailor plans to fit our client's needs.
Jose has been providing insurance solutions to the seniors of Central Florida since 2002. In 2018 he joined Burgos and Brein’s Management team bring his extensive Life and Medicare insurance knowledge. Jose, previously held management positions at Transamerica and AIG in Central Florida.
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.
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.
Tressa Henning (Senior Benefits Coordinator)
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 (Senior 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.
Meredith Aultman (Marketing Director)
Meredith Aultman is a Marketing Director for Orange County, FL on behalf of BBWM. She is kind, caring, compassionate, and loves educating nursing homes, assisted livings, in-home care companies, and other industry professionals about the many services BBWM offers to help pay for care & protect their senior clients.
STRATEGIC PARTNERS
Scott Sexton
VA Accredited Attorney & Estate Planning
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
VA Accredited Attorney & Estate Planning
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.
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.