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.
Allison Fanelli
Operations Manager
Allison Fanelli
Operations Manager
Allison ensures all Sterling Bridge processes and procedures are optimized for clients to receive the best service. She works diligently to equip staff with the tools and resources they need to accomplish their jobs.
Allison and her husband, Tony, are travel enthusiasts who are consistently searching for their next adventure. On the weekends, you can often find them on their boat or with their toes in the sand.
Brittany Donahue
Paraplanner
Brittany Donahue
paraplanner
Brittany assists our advisors in all first appointments and uses financial planning software to help create individualized retirement blueprints.
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
Servicing Specialist
Jimmy Tucci
Servicing Specialist
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 fiancé. He is a fan of the Ohio State Buckeyes and the Cleveland Browns but has learned to love the Tampa Bay Bucs.
Blaise Care
Office Manager
Blaise Care
OFFICE MANAGER
Blaise works to ensure that the Sterling Bridge office runs with organizational excellence. She oversees day-to-day operations to guarantee all team members can focus on the needs of clients.
Blaise is a Florida native who loves exploring new places with her husband, Jeff, and Goldendoodle, Viking. However, her favorite place is her dining room table surrounded by family and friends as they enjoy a homecooked meal perfectly crafted by Jeff!
Bella High
Director of First Impressions
Bella High
Director of First Impressions
Bella works diligently to craft a welcoming atmosphere in which every client knows 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.
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 all 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.
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.
