Meet the professionals who can help you pursue your goals
We help individuals and families work toward achieving their ideal retirements.
Meet the Team
The team behind Sterling Bridge Financial Group is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Anthony Landi
Co-Founder and Financial Planner
Anthony Landi
Co-Founder and Financial Planner
To help current clients work toward financial independence and confidence, Anthony draws on his experience aiding retirees during the Great Recession. He got his start in the industry in 2008, helping clients find comfort during a hectic time.
Years later, as the co-founder of Sterling Bridge Financial Group, Anthony uses that same patience and empathy to craft retirement plans that help clients pursue their passions and dreams. As a fiduciary advisor, he carries a legal obligation to do what’s best for clients, no matter what.
He has a Chartered Federal Employee Benefit designation, which allows him to create personalized financial strategies for people in the Florida Retirement System.
Frank Diana
Co-Founder and Financial Planner
Frank Diana
Co-Founder and Financial Planner
Frank is focused on helping clients work toward their retirement dreams by crafting well-thought-out financial strategies for retirement.
He learned two major lessons about retirement when his career began during the Great Recession in 2008. One is that investing for retirement is different than investing through retirement. The other is that most people have the financial ingredients in place to retire, but not the proper strategy to get there.
As Sterling Bridge Financial Group’s co-founder, Frank employs the same careful and thoughtful techniques he adopted over a decade ago. He also received certification with the NSSA and loves helping people strategize their many Social Security options.
Andrew Ezzat
Advisor and Chief Investment Officer
Andrew Ezzat
Advisor and Chief Investment Officer
Andrew serves as an advisor and Chief Investment Officer for Sterling Bridge Financial Group.
He is responsible for establishing and implementing investment strategies and portfolio management across the firm.
Prior to Sterling Bridge, Andrew served as a Private Wealth Investment Manager at Bank of America, Vice President within the Corporate & Institutional Banking energy vertical at PNC Capital Markets, and various positions across the institutional banking and investment spaces.
Andrew received a Master’s degree in Finance from the Pennsylvania State University and is a Certified Investment Management Analyst® (CIMA®) designee.
He obtained the following financial services registrations: Securities Industry Essentials (SIE), General Securities Representative (Series 7), Uniform Securities Agent (Series 63), Uniform Investment Adviser (Series 65), and Investment Banking Representative (series 79).
Andrew enjoys staying active and lives in Tampa with his spoiled German Shepherd, Kylo.
Brittany Donahue
Director of First Impressions
Brittany Donahue
DIRECTOR OF FIRST IMPRESSIONS
Brittany works diligently to craft a welcoming atmosphere in which every client knows that they are deeply valued. She is the smiling face that greets you at every appointment, the voice that guides you over the phone and the gatekeeper for all scheduling.
Brittany graduated from the University of Florida and is a die-hard Gator fan. She loves spending time with her seven-year-old twin boys and enjoys going to the beach.
Jimmy Tucci
Client Servicing Advisor
Jimmy Tucci
CLIENT SERVICING ADVISOR
Once the new client onboarding process is completed, Jimmy steps in as your new point of contact. His focus is to make sure that your retirement plan is executed properly. He is your go-to person for beneficiary changes, updates to the client portal, Social Security forms, and all other serving requests you may have. Jimmy graduated from Kent State University in Ohio, with a finance degree, before moving down to Palm Harbor with his wife. He is a fan of the Ohio State Buckeyes and the Cleveland Browns but has learned to love the Tampa Bay Bucs.
Bella High
Client Servicing Specialist
Bella High
CLIENT SERVICING SPECIALIST
Bella provides administrative support for our Client Servicing Advisor to ensure clients receive the highest level of service and care. She will gladly assist you with any beneficiary changes, client portal questions, social security forms and more! Bella loves all things Florida: sunsets, beaches, and the warm weather! She enjoys traveling, reading, but most importantly spending time with family and friends.
Rachael Geiger
New Business Specialist
Rachael Geiger
New Business Specialist
Rachael oversees new client onboarding where she works diligently to open and fund new accounts in a timely manner. She is committed to ensuring that the transition for new clients is efficient and seamless.
Rachael enjoys wine tastings, traveling, and hosting get-togethers with friends and family. On weekends, she loves to spend time with her husband and son.
Jess Sternthal
Office Manager
Jess Sternthal
Office Manager
Jess works to ensure that the Sterling Bridge office runs with organizational excellence. She oversees day-to-day operations to create a positive working environment which guarantees all team members can focus on clients' needs.
Jess is a West Virginia University graduate and came to Florida over 17 years ago with her husband. Jess is a competitive Pickleball player, who plays as often as possible and is always seeking/playing in tournaments across the state. If she is not at work, you can find her on the pickleball courts!
Lindsey Edwards
Marketing Director
Lindsey Edwards
Marketing Director
Lindsey's attention to detail will not go unnoticed at any event that you attend. Whether you are new to The Sterling Bridge family or a long-established client she ensures that all events are planned with your experience in mind. Lindsey has significant expertise across marketing and event management, branding, lead generation, public relations, strategic planning, and innovation. She is a multi-generational Florida native who loves being outside on the water or in the woods with her rescue pup Alice.
Vince Sgro
Paraplanner
Vince Srgo
Paraplanner
As the paraplanner he assists our advisors in the first appointments and uses multiple financial planning software to help develop individualized retirement blueprints for all of our clients.
Vince is an Ohio transplant to Florida as of 2024. Prior to his newfound Florida living, he received his bachelor’s in economics from The Ohio State University's. He has acquired the multiple financial services registrations: Securities Industries Essentials (SIE), Investment Company and Variable Contracts Products Representative (Series 6), and the Associate, Life and Health Claims (ALHC) designation. Vince is a devout Cleveland sports fan and is starting to warm up to the Tampa Bay Lightning. He loves exploring the surrounding areas and is always looking for a nice golf course to play on.
READY TO TAKE THE NEXT STEP?
For more information about any of our products and services, schedule a meeting today or register to attend a seminar.