John Bell, IV Financial Advisor, Park Avenue Securities
John Bell started in the financial services industry over twenty years ago. His goal is to implement an ongoing individual macroeconomic financial model customized for each client to help them maximize their opportunities now and in the future. John has a passion for developing lifetime strategies for individuals, business owners and estates.
Laura Mead, Financial Representative
Laura Mead is a Registered Representative of Park Avenue Securities LLC and a Financial Representative of Guardian.
With over 23 years in financial services, Laura has the ability to guide her clients in understanding how to achieve their financial goals and improve their financial situation. Her background includes insurance, mortgage lending, debt reduction and real estate. From the client just starting out, to those in retirement, Laura enjoys spending the time needed to know her clients personally, ascertain what is most important to each client, and designing a plan to meet those needs.
Some of Laura’s specialties and interests are:
Licensed Life & Health Agent, State of FL
Long Term Care and Disability
Member of the National Association of Insurance and Financial Advisors (NAIFA)
Community Outreach: Aim for a Cure - Melanoma Skin Cancer, Coalition for the Homeless, Special Olympics, Kids Wish Network, ARC, Go Red for Women, Hospice of the Comforter
Greg Roessler, Financial Specialist
Greg Roessler is a Registered Representative of Park Avenue Securities LLC and a Financial Representative of Guardian.
Kyle McCully, Financial Specialist
Director of client development.
Formerly a tennis professional, Kyle is focused on providing the highest level of care for every client; he is known for his innate sense of every detail. Kyle works tirelessly to develop intelligent strategies specifically for business owners, professionals, and estates. True to his motto, he will go the extra mile to help connect professional and business owners with other like-minded individuals.
Kyle is a community advocate; volunteering for USTA Junior Team Tennis, Boys and Girls Club of Orlando, and Lifewater Interntation just to name a few. Kyle is also active with many associations in the Orlando area such as Orlando Young Professionals and the Central Florida MGMA.
Kyle is a Michigan native who studied Finance at Spring Arbor University where is was a multi-sport collegiate athlete playing on both the Men's Soccer and Tennis teams. Kyle's interests include:
Playing tennis, playing / volunteer coaching soccer, playing golf, traveling to vineyards and wineries (ask him about his family vineyard Chateau Fontaine), wine tasting (The Ruby Tap is a wine tasting business also in his family), German sports cars, and volunteering at Kensington Church of Orlando.
Elizabeth Bell, Office Manager
Elizabeth brings over 20 years experience in business administration, accounting and office management to the Value Shield Team. With a B.S. degree in Finance from the University of New Orleans, Elizabeth runs the office with precision and efficiency to ensure our clients and partners are our most important mission.