Douglas Eaton, Accredited Investment Fiduciary®, CWS®, CDFA®
Wealth Advisor
Phone: (954) 575-9323
Fax: (954) 573-6546
Email Doug@EatonFinancialGroup.com
My father’s debilitating illness, rendering him unable to work, inspired me to become a financial advisor, and drives my passion for planning to this day.
Thomas Schorn, CPA
Wealth Advisor
Phone: (610) 399-1500
Email tom@schorn.net
Since 1989, our vision has been to help you make the best decisions.
Sharon Goldberg
Director, Client Relationships
Phone: (954) 575-9323
Fax: (954) 573-6546
Email 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….
Michele Anthony
Director of Operations
Phone: (954) 575-9323
Fax: (954) 573-6546
Email Michele@eatonfinancialgroup.com
Michele joined the firm in 2020. She is in charge of running the office operations, managing the firm’s contact management system, keeping the technology working properly, and assisting clients where needed.
Thomas Schorn II
Retirement Planner
Phone: (610) 399-1500
Email 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.
Elizabeth Eaton
Social Media / Marketing Associate
Phone: (954) 644-0668
Email lizzie@eatonfinancialgroup.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…
Howard S. Krooks
Elder and Estate Planning
Phone: (954) 575-9323
Fax: (954) 573-6546
Email 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…
Matthew Geller
Property and Auto Insurance
Phone: (954) 575-9323
Fax: (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…