Ingram Financial Group - Wealth Management, Investments, Insurance

Don is the founder and president of Ingram Financial Group and Ingram Advisory Services. He is a Registered Investment Advisor with the SEC (Securities Exchange Commission) and a registered Financial Advisor with the FINRA (Financial Industry Regulatory Authority). He maintains Series 7, 24, 63 & 65 licenses; as well as Life, Health and Variable Annuity Licenses. Don holds credentials as a CFP® (Certified Financial Planner), an AEP (Accredited Estate Planner), a CAP® (Chartered Advisor in Philanthropy), a ChFC® (Chartered Financial Consultant), and a CLU (Certified Life Underwriter). He holds a MSFS (Master of Science in Financial Services).

With over 30 years experience, Don's wealth management and trust service practice serves clients with assets of 1 million and above. His extensive financial background imparts the ability to anticipate the investment, tax, and estate planning needs of the affluent investor. Don understands proper planning encompasses growth and income investing through asset allocation, as well as wealth transfer options and philanthropy efforts.

Don specializes in providing:

• Wealth Management
• Trust Services
• High Net Worth Investing Options
• Managed Portfolios
• Alternative Investing

Don and his wife, Christine, are exceptionally active in the community. Don is currently on the board of trustees for Winter Haven Hospital and chairman of Mid-Florida Medical Foundation, as well as the board of Platinum Bank. He has also served on boards for Florida State University, Polk Community College, All Saints Academy, and was an organizing director of Commerce Bank. He is a former Commodore of the Lake Region Yacht & County Club.

Don is licensed to do securities business in the following states: Arizona, California, Connecticut, Florida, Georgia, Illiois, Massachusetts, Missouri, Montana, New Hampshire, New York, North Carolina, Ohio, Pennsylvania, South Carolina, South Dakota, Texas, Virginia, & West Virginia.

Ingram Financial Group has been serving the central Florida area since 1977 and is located at 799 Overlook Drive in Winter Haven. Don may be reached by phone at (863) 326-9833. His email address is don@ingramfinancialgroup.com.

Michael has over 20 years of financial services experience working for companies with household names like Fidelity Investments, John Hancock, Key Bank and Merrill Lynch. He joined Ingram Financial Group in 2008 as Executive Vice President, Chief Operations Officer and Chief Compliance Officer. Michael oversees the day-to-day operations of the firm and also meets with clients to review their financial goals.

Michael has a Bachelor of Science In Business Administration and a Master of Business Administration.

He holds multiple FINRA security and insurance licenses:

• FINRA
• Series 6 (Investment Company Products/Variable Contracts Representative)
• Series 63 (Uniform Securities Agent State Law Exam)
• Series 7 (General Securities Representative)
• Series 24 (General Securities Principal)
• Series 65 (Uniform Investment Advisor Law Exam)
• Series 9 (Options Principal)
• Series 10 (Municipal Principal)
• Florida Life, Health, & Disability Insurance Exam

Mike is licensed to do securities business in the following states: Alabama, Colorado, Florida, Georgia, Illinois, Indiana, Maine, Maryland, Michigan, Missouri, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, Tennessee, Texas & Utah.

Mike is based out of the Winter Haven office and may be reached by phone at (863) 326-9833. His email address is mike@ingramfinancialgroup.com.

Jeff Toadvine is a Branch Manager and Vice President with Ingram Financial Group. He specializes in providing wealth management solutions that integrate tax planning, risk management, estate and business planning and investment management. Jeff is a regionally known financial professional and speaker and has led numerous workshops for groups, associations, businesses and other organizations. His background includes serving as a member of an elite Private Wealth Services Group for a leading national firm where he specialized in strategies for high net worth families. He is also a graduate of Palm Beach Atlantic University with a Bachelor of Science Degree in Organizational Management. He enjoys using his spare time golfing, fishing, biking and spending time outdoors. Jeff lives with his wife, Nicole, and his daughters, Rachel, Lauren, and Anna Claire, in the Central Florida area.

He holds the following designations and licenses:

• CFP® (Certified Financial Planner Practitioner)
• ChFC® (Chartered Financial Consultant)
• AAMS® (Accredited Asset Management Specialist)
• FINRA Series Securities Registrations
• Series 6 (Investment Company Products/Variable Contracts Representative)
• Series 7 (General Securities Representative)
• Series 26 (Investment Company Products/Variable Contracts)
• Series 63 (Uniform Securities Agent State Law Exam)
• Series 65 (Uniform Investment Advisor Law Exam)
• Licensed Life, Health and Variable Annuity Practitioner
• Lifework Leadership Orlando Graduate

Jeff is licensed to do securities business in the following states: Alaska, Arkansas, Florida, Georgia, Kentucky, Massachusetts, Michigan, Missouri, North Carolina, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Washington, & Wisconsin.

Jeff is a Vice President and Branch Manager of the Winter Garden office located at 12200 W. Colonial Dr. Ste. 303. Jeff may be reached by phone at 407.614.3814. His email address is jeff@ingramfinancialgroup.com.

Bob is a Financial Advisor with Ingram Advisory Services and registered with the Financial Industry Regulatory Authority. Before becoming a financial advisor, Bob was an adjunct professor at Polk Community College. Ordained as a Catholic Priest, he holds a B.A. in Philosophy and a Masters degree in Religious Studies.

Bob integrates his past careers and life experiences as he counsels and educates clients. His business focuses on the significant differences between the financial needs of men and women. With both living longer, healthier lives Bob feels it is important for them to be financially prepared for the future. He steadfastly teaches, "Knowledge is power."

Bob specializes in:

• Retirement Planning
• Income Needs
• Widows and Widowers
• Educational Seminars
• Managed Accounts

He holds the following designations and licenses:

• Series 6 (Investment Company Products/Variable Contracts Representative)
• Series 7 (General Securities Representative)
• Series 63 (Uniform Securities Agent State Law Exam)
• Series 65 (Uniform Investment Advisor Law Exam)
• Licensed Life, Health and Variable Annuity Practitioner

Bob is active in the Lake Ashton community as their financial education facilitator. He is a past president of the Exchange Club in St. Petersburg and a former board member for the Tampa Bay Alzheimer's Foundation. Additionally, he's involved with Winter Haven Hospital's SAGE program and St. Joseph Catholic Church's Educational Endowment Foundation. Bob and his wife, Shirley, have two children, Matthew and Kathryn.

Bob is licensed to do securities business in the following states: Connecticut, Florida, Illinois, Mississippi, North Carolina, & Virginia.

Ingram Financial Group has been serving the central Florida area since 1977 and is located at 799 Overlook Drive in Winter Haven. Bob may be reached by phone at (863) 326-9833. His email address is bob@ingramfinancialgroup.com.

Donna Seymour has been in financial services for over 20 years. She has worked for some of the largest firms in the industry such as Fidelity Investments, MetLife, Citi Bank, and Bank of America. Donna has a Bachelor of Business Administration. Her 7 years providing planning services to over 4000 employees at Lakeland Regional Medical Center in Lakeland, Florida allowed her to provide financial planning services to those in healthcare whether doctor, nurse, or administration. Donna has been a resident of Florida since 1997.

She holds the following designations and licenses:

• Series 6 (Investment Company Products/Variable Contracts Representative)
• Series 7 (General Securities Representative)
• Series 63 (Uniform Securities Agent State Law Exam)
• Series 65 (Uniform Investment Advisor Law Exam)
• Licensed Life, Health and Variable Annuity Practitioner

Donna is licensed to do securities business in Florida, Tennessee, North Carolina, & Michigan.

Donna works out of the home office in Winter Haven located at 799 Overlook Drive in Winter Haven. Donna may be reached by phone at (863) 326-9833. Her email address is donna@ingramfinancialgroup.com.

David Bilka began his professional career as an educator spending 15 years teaching in the rigorous college preparatory International Baccalaureate Program. During his tenure as an educator David earned distinction as a Fulbright-Hayes Scholar, where he had the honor to travel and study in China, a Drey Scholar, where he studied at Oxford University in Great Britain, and a National Board Certified Teacher. David also served as a trainer for the College Board providing advice and strategies for new and veteran teachers to Advanced Placement courses. True to his roots as an educator David values being an activist for his client's interests and helping clients to navigate the best options available to meet their family's needs.

David began his transition into wealth advising in 2007 at the University of Central Florida earning a financial planning certificate in preparation for the Certified Financial Planner exam and by working with Jeff Toadvine, Vice President of the Winter Garden office. David graduated from the University of Toledo with a Bachelor's of Arts and a Master's in Education.

David also holds the following designations and licenses:

• CFP® (Certified Financial Planner) (Candidate)
• Series 7 (General Securities Representative)
• Series 66 (Investment Advisor/State Law)
• Licensed Life, Health, and Variable Annuity Practitioner

David spends his free time with his wife, Slavka, and two children Alex and Mia. David has coached his children's youth sports teams with the YMCA and FBVA and serves on the PTA Board of Cypress Springs Elementary School.

David is licensed to do securities business in Florida, Ohio, & Nebraska.

David works in the Winter Garden office located at 12200 W. Colonial Dr. Ste. 303. He may be reached by phone at 407-614-3814. His e-mail address is dbilka@ingramfinancialgroup.com.

Randy holds a fellowship status with the Life Underwriters Training Council and an insurance license with the State of Florida. Randy has been affiliated with Ingram Financial Group since 1992 and served as the Vice President of the Insurance Division since 2001. Randy has worked with integrity in the insurance industry for over two decades. He has over fifteen years experience in the employee benefits market.

As an Insurance Advisor, Randy focuses on making himself available "after the sale". He knows it is his responsibility and commitment in building trust through excellent client service that keeps relationships strong. Randy is recognized by his peers as a seasoned professional who knows the employee benefits market inside and out.

Randy specializes in serving the executive and business market with:

• Employee Benefits
• Executive Benefit Plans
• "Key Person" Insurance
• Buy / Sell Agreements
• Individual and Group Life Insurance
• Individual and Group Disability Insurance
• Long Term Care

Randy is married to Karen and has three children; Tiara, Brianna, and Emily. Randy's community involvement has included serving as a board member and working with the youth at First Church of the Nazarene in Winter Haven. He and his wife presently work with the college group at the church. Randy is also presently coaching volleyball at Winter Haven High School. He also has volunteered and coached for St. Joseph's Catholic School, Winter Haven Youth Basketball, Winter Haven Youth Soccer, and served on the Board of Meals on Wheels.

Ingram Financial Group has been serving the central Florida area since 1977 and is located at 799 Overlook Drive in Winter Haven. Randy may be reached by phone at (863) 326-9833. His email address is rwhite@ingramfinancialgroup.com.

Gary is registered with FINRA (Financial Industry Regulatory Authority) and the State of Florida. He holds Series 6 & 62 licenses; as well as a Life, Health and Variable Annuities License.

Gary has been affiliated with Ingram Financial Group since 1994, and has worked with integrity in the insurance industry for more than a than decade. As a Financial Consultant, Gary focuses on staying up-to-date with continued investment education so he can pass important information on to clients. Gary is recognized as a professional who provides impeccable service and sensible advice.

Gary specializes in:

• Life Insurance for Small Business Owners and Individuals
• Group Benefits
• Retirement Accounts
• Annuities
• Long Term Health Care

Gary is married to Kim and has two married children, Kyle and Keily. Gary's community involvement includes participation with his local church in Haines City.

Ingram Financial Group has been serving the central Florida area since 1977 and is located at 799 Overlook Drive in Winter Haven. Gary may be reached by phone at (863) 326-9833. His email address is gedwards@ingramfinancialgroup.com

Darryl holds a Life, Health and Variable Annuities insurance license with the State of Florida. He has a diverse business background including supervisory and management positions in information technology, environmental regulation, and construction. For 24 months, Darryl helped catastrophe victims file claims and rebuild their homes after Hurricane Andrew. He also served as a biologist for the State of Florida. Darryl is a Morehouse College Graduate and holds a BS in Biology.

As an Insurance Advisor, Darryl focuses on putting the client first and making sure they benefit from the many services he provides. Sincerely concerned for the well being of others, he strives to provide thorough analysis of a client's financial situation.

Darryl specializes in:

• Fixed and Variable Annuities
• Living Benefit Plans
• Legacy Planning
• Benefits Programs
• Executive Bonus and "Key Person" Insurance

A graduate of Polk Community College and Winter Haven High School, Darryl has life-long ties to the Polk County area. Darryl is married to Veronica and has one daughter, Anyssa, 10. Darryl's community involvement includes numerous outreach efforts through his local church and his fraternity, Alpha Phi Alpha.

Ingram Financial Group has been serving the central Florida area since 1977 and is located at 799 Overlook Drive in Winter Haven. Darryl may be reached by phone at (863) 326-9833. His email address is dtucker@ingramfinancialgroup.com

After 17 years leading the Employee Benefits division of a local insurance agency, Tanya Burns formed her own agency, Tanya L. Burns and Associates, Inc. in 1994. Her educational designations with the American College include the Life Underwriting Training Counsel Fellow (LUTCF), Registered Health Underwriter (RHU) and the Long Term Care Professional (LTCP). Her national industry awards include: Million Dollar Round Table (MDRT), Leading Producers Round Table (LPRT), National Quality Award (NQA), and National Sales Achievement (NSA).

Her professional and community activities include membership in and past Presidency of the Central Florida chapter of Women in Financial Services, Central Florida Association of Health Underwriters, and Central Florida Association of Insurance and Financial Advisors. She is also a Board Member of the Alzheimer Resource Center.

Her professional and community success record earned her the Jody Walker Award from the Central Florida Association of Insurance and Financial Advisors (Community Service), the "Chapter Person of the Year Award" from the Central Florida Association of Health Underwriters, citation as one of “Who’s Who in HealthCare” and was recognized as one of the “Top 100 of Central Florida’s Most Influential People” by the Orlando Business Journal.

Desiree has nine years of customer service experience. She has been helping clients with enrollment, termination and member changes during her tenor. Desiree is also instrumental in preparation of client meeting presentations and materials. In addition, Desiree sets up and monitors group and individual files along with online client management, billing, service and claims.

Christine Ingram has worked as a financial services administrator for more than 30 years. She began as a licensing and contracting administrator for Occidental Life Insurance and was promptly promoted to the position of office manager. After relocating from Atlanta to Central Florida, she worked for State Farm Insurance's agency administration department before joining Don at Ingram Financial Group. She has since devoted her experience and energy to developing a strong infrastructure for the company and its team members.

Christine is licensed in Life, Health and Annuities.

Ingram Financial Group has been serving the central Florida area since 1977 and is located at 799 Overlook Drive in Winter Haven. Christine may be reached by phone at (863) 326-9833. Her email address is cingram@ingramfinancialgroup.com

J. Eric Ingram worked part-time for IFG's administrative support team while in school, and today works fulltime, assuming more responsibilities each day. Eric takes pride in providing the practical administrative functions that keep the office running smoothly.

The favorite parts of Eric's job are meeting, interacting with and taking care of the clients who visit the IFG office.

As a former sports radio talk-show host, Eric's interests include all sports - especially golf and college football.

Ingram Financial Group has been serving the central Florida area since 1977 and is located at 799 Overlook Drive in Winter Haven. Eric may be reached by phone at (863) 326-9833. His email address is eric@ingramfinancialgroup.com.

Susan comes to Ingram Financial with 25 years of brokerage experience. She has worked in the capacity of a Trader, Registered Client Associate as well as Assistant Branch Manager. She holds her Series 7, 9, 10, 24, 51 and 66 licenses. She graduated from The King's College in Briarcliff Manor, NY with a BS degree in Business Administration and Economics. In her spare time she enjoys reading, crocheting, traveling and spending time with friends.

Erika Heredia is a graduate from the University of Central Florida with a B.A in both Finance and Business Administration. She has over 7 years of customer services experience and has conducted several educational presentations focused on retirement readiness and personal financial topics. Prior to Joining Ingram Financial Group, Erika worked as a Relationship Manager specializing in corporate retirement benefits.

Erika holds the following designations and licenses:

• Series 7 (General Securities Representative)
• Series 66 (Investment Advisor / State Law)

Erika spends her free time being physically active and enjoys spending time with her friends and family.

Michael Leblanc is a graduate from the University of South Florida with a B.A. in Finance and Business Administration. He interned at Mass Mutual in their Tampa offices and previously was Branch Manager at Trustco Bank in Winter Haven, Florida. Michael was born and raised in Winter Haven and enjoys Golf.