Northbridge Financial Group—Outside Strategic Partners
In our practice, we are pleased to provide clients with access to professionals we trust as outside strategic partners.
These outside providers and their services are neither affiliated with, nor endorsed by Northbridge Financial Group or LPL Financial. You are under no obligation to use the services of any of the entities listed, and may choose any qualified professional to provide tax, CPA, legal, mortgage, etc. services.
Temple H. Drummond, Esq.
Estate Planning/Asset Protection Attorney
Temple Drummond, Esq. is a founding partner of Drummond Wehle LLP. He received his B.A. from the University of Oklahoma and his JD from the Southern Methodist University College of Law. He is a member of the Texas Bar and the Florida Bar. He is also a member of the Hillsborough County Bar Association and is a past President of the Temple Terrace Bar Association.
Mr. Drummond currently serves on the Catholic Foundation, Inc. Board of Trustees and is past Chairman of the Municipal Code Enforcement Board for the City of Temple Terrace, Florida.
L. Tyler Yonge, Esq.
Estate Planning/Asset Protection Attorney
L. Tyler Yonge, Esq. is a partner with Drummond Wehle Yonge LLP. He received his B.A. in Finance from the University of Central Florida and his J.D. from the University of Florida Levin College of Law, where he also obtained a Certificate in Estates and Trusts Practice. He is a member of the Florida Bar, the Hillsborough County Bar Association, Florida Blue Key, and Tampa Connection. He is a 14th generation Floridian and currently resides in South Tampa.
Brian Menendez, RPLU.
Medical Malpractice Insurance Specialist
Mr. Menendez is the President/Co-founder of Healthcare Professional Liability Specialists, LLC and Vice President of Business Development at Lancet Indemnity RRG, Inc.
Mr. Menendez holds his bachelor’s degree in Risk Management/Insurance and Finance from Florida State University. He resides in St. Petersburg, FL.
Certified Public Accountant
Jose Reyes has more than 30 years of experience in roles as a financial consultant, auditor, chief operating officer, chief financial officer, and president and CEO of a number of financial institutions.
Mr. Reyes is active in many professional organizations, including the Florida Institute of CPAs and the National Association of Tax Professionals. He is certified as an Accredited Business Accountant (ABA), Accredited Tax Advisor (ATA) and Accredited Tax Preparer (ATP). Mr. Reyes received a BBA and MBA from the University of Puerto Rico and also a JD from the Inter-American University of Puerto Rico School of Law.
Property & Casualty Insurance specialist
Owner Joshua Butts and his team of agents and diligent service experts craft insurance products for your individual lifestyle and needs. A directly appointed independent agency, Cornerstone works with several different carriers to provide various coverage options (Umbrella, Home, Auto, Flood, Motorcycle, Boat Ins) to fit your budgeting and risk exposures. Taking time to review your coverage portfolio offers enormous value in the protection of your assets and lifestyle as your life changes and assets grow over time.
Property and Casualty Insurance Specialists
Abbey is a Client Advisor in the Private Client division of Bouchard Insurance, a Marsh & McLennan Agency LLC Company and specializes in high net worth personal insurance that focuses on successful individuals with more complex insurance portfolios and exposures across all 50 states. For more than 60 years, Bouchard has partnered with highly regarded insurance carriers such as Chubb, Pure, AIG and Vault, and holds the Chubb Cornerstone & Pure Paragon statuses, making them their top tier agencies. As a lifelong resident of the Tampa Bay area and third generation Bouchard working for Bouchard Insurance, Abbey’s purpose is to continually better serve the high net worth and affluent client base by promoting exemplary service and always putting the client’s needs first.
Retirement Plan & Pension Plan Consultant
Mike has over twenty years of experience in the employer retirement plans industry, as well as an in-depth knowledge of Defined Contribution plans, Defined Benefit plans and Non-Qualified plans. As Regional Director, Mike consults with financial advisors and other service professionals to deliver creative retirement and benefit solutions to plan sponsors. Prior to providing plan consulting services, Mike held a variety of positions over a 13-year period with ING Retirement Services in both the corporate headquarters and the field. Mike has a BS in Economics with a Concentration in Mathematics and has held multiple FINRA Registrations, Life Health and VA licenses and the Certified Fund Specialist designation.
Geoffrey Higgins is a Certified Public Accountant at Prida, Guida & Perez, PA where he specializes in tax preparation, planning, and consulting services. He has experience in a variety of industries including but not limited to: Manufacturing, Construction, Real Estate, Retail, Restaurant, and Professional Services. He also has extensive experience working with high net worth individuals and families.
He graduated from the University of South Florida with a Bachelor of Science degree in Accounting and a Master of Accountancy with a concentration in Taxation. As a board member of the Tampa Bay estate planning council, he enjoys connecting with other professionals and expanding his tax knowledge.
Tom has been working in the insurance and financial services industry in the Tampa Bay market since 1993. Has represented major corporate concerns such as Prudential Insurance and Benefitmall, as well as working as an independent broker with the goal of providing quality products and services to both individual and group clients.
Has extensive expertise in providing employee benefit solutions to any size employer group. For the past 25 years has helped employers using a consultative approach to meet the challenge of balancing benefit needs with premium requirements, while maintaining compliance with the ACA. Can build a benefit package to meet the needs of an everchanging workforce, to provide quality plans to retain employees and meet the budget concerns of both the employee and employer. He has the ability to bring solutions not only at the group renewal, but during the course of the contract year.
Has been provider of Medicare options and solutions for individuals. Educating, determining needs and providing the best solution to what can be a complex decision.
*Outside providers of professional services are neither affiliated with, nor endorsed by Northbridge Financial Group or LPL Financial