Broker Check

Meet The Team

Douglas Eaton, Accredited Investment Fiduciary®, CWS®, CDFA®

Wealth Advisor

(954) 575-9323

(954) 573-6546

Doug@EatonFinancialGroup.com

Founder and Chief Investment Officer at Fiduciary Planning, LLC/dba Eaton Financial Group (An SEC Registered Investment Adviser), Doug has provided financial advisory services to individuals and families since 1996.

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Thomas Schorn, CPA

Wealth Advisor

610 399-1500

tom@schorn.net

Founder and Chief Compliance Officer at Fiduciary Planning, LLC/dba Schorn Wealth Management (An SEC Registered Investment Adviser). Since 1989, our vision has been to help you make the best decisions.

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Sharon Goldberg

Director, Client Relationships

(954) 575-9323

(954) 573-6546

Sharon@EatonFinancialGroup.com

Sharon has been a part of our management team since 2011. With over 20 years of experience in Corporate Communication, she manages the day-to-day operations and is in charge of maintaining superior level service for all our clients....

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Michele Anthony

Director of Operations

(954) 575-9323

Michele@eatonfinancialgroup.com

Michele joined the firm in 2020. She is charge of running the office operations, managing the firm's contact management system, keeping the technology working properly, and assisting clients where needed.

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Elianis Guevara

Investment Advisor Representative

(954) 575-9323

(954) 573-6546

EGuevara@EatonFinancialGroup.com

Before joining our team, Eli enjoyed a successful career in Corporate Finance managing strategic operations and process improvement projects. She is a creative and passionate individual, ready to bring in new and fresh ideas to the...

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Thomas Schorn II

Retirement Planner

610 399-1500

tomii@schorn.net

Retirement Planner at Schorn Wealth Management Group. Graduated Magna Cum Laude from High Point University with 4 years of financial planning and 3 years of sales experience.

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Elizabeth Eaton

Social Media/Marketing Associate

954-644-0668

elizabeth.eaton01@gmail.com

My passion is how the world communicates with one another through the ever-changing world of marketing and social media. I am currently a Sophomore at Florida State University, pursuing a Bachelor of Science degree in Marketing...

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Howard S. Krooks

Elder and Estate Planning

(954) 575-9323

(954) 573-6546

hkrooks@elderlawassociates.com

A partner of Elder Law Associates PA with offices throughout Southeast Florida, is admitted to practice law in New York (1990) and Florida (2004). Mr. Krooks is Of Counsel to Amoruso & Amoruso,LLP, in Rye Brook, New York. Mr. Krooks...

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Matthew Geller

Property and Auto Insurance

(954) 575-9323

(954) 573-6546

34 years ago, I began my career with Prudential Insurance (2nd generation) where I was an Insurance Agent for 23 years. What brought me into the insurance business was that I could help people with their insurance needs and make a...

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