Brian L. Fricke, CFP®
Owner, President and Trusted Advisor
bfricke@fmcretire.com

Brian is recognized as a leading expert on retirement planning and a retiree advocate on stock options, investments, insurance, income and estate taxes. As a CERTIFIED FINANCIAL PLANNER™ (CFP®), he has worked with hundreds of retirees and pre-retirees from companies like AT&T, Sprint, Harris, Lockheed Martin and Siemens/Westinghouse and saved many of his clients tens of thousands of dollars in taxes and other financial expenses.

He shows people how to retire earlier than they ever thought, worry free. Making certain the money lasts no matter how long someone lives, protecting assets if someone gets sick and needs long term care, and making sure the IRS and the attorneys get the least amount possible.

An accomplished speaker and author, Brian has hosted a radio show, provided expert commentary for local TV news programs, publishes a monthly newsletter and has been published in several professional journals.

Stay Connected with Brian:

Brian Terry
Vice President of Investments & Operations and Chief Compliance Officer and Trusted Advisor
bterry@fmcretire.com

Brian (also known as BT) oversees the day-to-day operations of the company. He wears many hats on any given day which include investments and trading, HR, IT, compliance, marketing and planning.

Professionally, Brian has always been in the financial services industry with banking, credit bureau, and brokerage firms.

Brian began working with FMC in 2002.

Brian graduated from Siena College in 1992 with a Bachelor of Science in Marketing & Management and in 2001 graduated with an MBA from the University of Central Florida.

Brian is married and has 2 children. They live in Altamonte Springs.

Tony Van Ore, CFP®, AAMS®
Vice President of Planning and Trusted Advisor
tvanore@fmcretire.com

Tony Van Ore, CFP® has been in the Financial Services industry since 1998. Tony joined FMC in April 2008. Prior to joining FMC, Tony was employed with Charles Schwab & Co., Inc. holding various positions including Senior Relationship Specialist, Service Team Supervisor and Portfolio Consultant.He has a strong background in serving high net worth individuals and institutional investors alike. Tony is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Accredited Asset Management Specialist^SM (AAMS®) and a graduate of the University of Central Florida.Tony was also a Deputy Sheriff with the Brevard County Sheriffs office for 5 years, prior to entering the Financial Services industry.

In his spare time, Tony enjoys spending time with his family, exercising, practicing Jiu Jitsu and riding his motorcycle (a Harley) with friends out on the open roads.

Nancy Owen
Executive Assistant
nancy@fmcretire.com

Nancy comes to FMC with 20 plus years of experience in an executive/office management capacity. She has been with FMC since 2000 and enjoys overseeing the office operations on a day to day basis. First & foremost Nancy loves dealing with the clients.Aside from all the administrative functions to keep FMC running smoothly, Nancy plans the client luncheons, coordinates investment workshops and client appreciation events.

When Nancy is not at FMC you will find her relaxing at the beach with a good book. Cooking is also a favorite pastime, along with playing tennis and football season. She would like to own FMC one day and has designs on Brian's condo as well.

Cheryl Navarra, RP^SM
Account Administration Manager
cheryl@fmcretire.com

Cheryl NavarraCheryl joined FMC in February 2006 on a part-time basis to oversee the Client Service area and has been full time since the following September.Cheryl has been in banking her entire professional life and comes to FMC with a significant background in customer service within the financial industry. She helps everyone navigate the world of paperwork and policies that we face in dealing with accounts and everyday life.She is an expert at making sure things happen the way they're supposed to. Cheryl has even put measures in place for added convenience and efficiency for our clients. Cheryl is a Registered Paraplanner^SM .

When not at FMC, she enjoys spending time at the pool or beach, watching sports and gardening. That is, of course, when she and her husband aren't going everywhere for their two busy teen-age daughters.