OUR TEAM

OUR TEAM

PAMELA J. LYONS, CLIENT INFORMATION MANAGER

With 35 years of financial services experience, Pamela is an alumna of Bank of America, where she served in several senior positions, including statewide management of both Trust Operations and Corporate Bank Operations for the state of Florida.

Pamela is a graduate of the Florida Trust School; she attended Florida State University and graduated from Averett University in Danville, Virginia. Pamela and her husband Chad have two children and four grandchildren, and she’s a 49-year resident of Fort Myers and Cape Coral.

KELLY JELENCHICK, OPERATIONS & OFFICE MANAGER

Kelly provides top-level services to clients, coordinates management of the office, and assists with projects. She is a graduate of the University of Wisconsin.

With 27 years of experience in the financial industry, Kelly worked with Wells Fargo Asset Management and Strong Investments prior to joining Scott White Advisors. She holds Series 7, 24, 65, and 63 FINRA licenses.

She lived in her hometown of Milwaukee, Wisconsin, until 2016, when she moved to Cape Coral. In her spare time she enjoys kayaking, watching movies, reading, and trying new restaurants.

REBECCA J. PARDUE, DIRECTOR OF FIRST IMPRESSIONS

Becky is an Indiana native. She worked in Stuart, Sarasota and LaGrange, Georgia, before relocating to Cape Coral in 2010.

Becky’s strong office skills and extensive administrative experience include 16 years in trust and estate administration. In addition to client communications and hospitality, she generates reports, coordinates event reservations and conducts front desk services.

She has three children and nine grandchildren. Becky and her husband, Pete, are active in their church and enjoy Southwest Florida’s beaches and antiquing excursions on the weekends.

GARY J. GESTON, CLIENT SERVICE ASSOCIATE

Gary brings over two decades of financial experience to Scott White Advisors, including financial management positions with J.P. Morgan Chase and Phillips Medical Systems.

As the practice’s Client Service Associate, Gary provides portfolio reporting and operational support. He has an undergraduate accounting degree from Miami University of Ohio and a Master’s in Business Administration from John Carroll University.

Gary relocated to Southwest Florida in 2013 from Ohio and lives in Cape Coral.

DAWN ZASA, SENIOR PLANNING ASSISTANT

Dawn is responsible for organizing client financial data and for updating financial plans and investment policy statements. She is a cum laude graduate of Florida Gulf Coast University with a bachelor’s degree in finance.

Dawn is currently pursuing her CERTIFIED FINANCIAL PLANNER™ practitioner designation. She is also participating in a three-year program with The Florida Trust and Wealth Management School.

As a lifelong resident of Florida, Dawn grew up in Spring Hill and moved to Fort Myers in 2013.

Check the background of this firm on FINRA’s BrokerCheck

 

Additional Resources

Uhler and Vertich Financial Planners, LLC WAITING IN THE WINGS
UHLER & VERTICH FINANCIAL PLANNERS, LLC

Our practice is built on personal service. Scott White limits the number of clients served by Scott White Advisors so that he can anticipate the needs of and personally serve each client and family.
To make sure that clients are served without interruption, Scott White Advisors has created a special relationship with Uhler and Vertich Financial Planners, LLC. In the unlikely event that Scott could not continue his financial planning practice, J. Thomas Uhler, Financial Planner and J. Corey Vertich, CFP® would step in to serve Scott White Advisors’ clients. Since Uhler and Vertich Financial Planners, LLC share office space and support staff with Scott White Advisors, a seamless transition would occur.

Tom Uhler has over three decades of experience in financial services in Southwest Florida. He is a member of the Financial Planning Association, past president of the Kiwanis Club of Sanibel-Captiva Islands, and serves on the Executive Board and Endowment Investment Committee of the Southwest Florida Council of the Boy Scouts of America. He is a graduate of Susquehanna University in Selinsgrove, Pennsylvania.

 

Corey Vertich began his financial planning career in 1989, became a CERTIFIED FINANCIAL PLANNER™ professional in 1994, and has served as president of both the Institute of Certified Financial Planners and the Financial Planning Association of Southwest Florida. He is a cum laude graduate of Barry University School of Business in Miami.

UHLER & VERTICH FINANCIAL PLANNERS, LLC is an independent financial planning firm. Securities are offered through Raymond James Financial Services, Inc. member FINRA/SIPC. For more information, follow this link:
https://bit.ly/2DsXmz0