Meet The Team

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.

Read more

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.

Read more

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….

Read more

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 charge of running the office operations, managing the firm’s contact management system, keeping the technology working properly, and assisting clients where needed.

Read more

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.

Read more

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…

Read more

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…

Read more

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…

Read more

We want to hear your story.

Schedule a meeting with us.