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
Office Manager
Allison Fanelli
Office Manager
Keeping the office running smoothly is Allison’s primary focus at Sterling Bridge Financial Group. Handling all the day-to-day tasks and details for the team allows everyone to stay focused on the clients and their needs. Allison and her husband enjoy boating and traveling.
Brittany Donahue
Client Servicing Specialist
Brittany Donahue
CLIENT SERVICING SPECIALIST
Once the new client onboarding process with James has been completed, Brittany steps in as your new point of contact. Her main focus at Sterling Bridge Financial Group is to make sure that your retirement plan is executed properly and that you can have peace of mind when it comes to your specific retirement blueprint. She is also your go-to person for a beneficiary change, updates to the client portal, Social Security forms, and anything else you may need assistance with! She is committed to servicing all your retirement needs and helping you enjoy a smooth and worry-free retirement. Brittany graduated from the University of Florida and is a die-hard Gator fan. She loves spending time with her twin boys, and she enjoys going to the beach.
James Tucci
New Business Specialist
James Tucci
New Business Specialist
James (who goes by Jimmy) focuses on putting your retirement plan into place. He oversees the onboarding process for all new clients and works to open and fund their new accounts. He is committed to ensuring that the transition for new clients is efficient and is as seamless as possible.
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 become a Buccaneers fan as well.
Blaise Care
Director of First Impressions
Blaise Care
DIRECTOR OF FIRST IMPRESSIONS
Blaise is passionate about serving clients with organizational excellence to ensure they obtain the highest level of care. She 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. Blaise is the person to guide you in the right direction!
Blaise is a Florida native who loves exploring new places, cultures, and foods 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!
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.
