Dante, originally from Orlando, made the journey to the Tampa Bay area to pursue an education at the University of South Florida. Graduating with a bachelor’s degree in Finance and a concentration in Investment Analysis and Management, Dante’s passion for finance stems from his desire to contribute to building a financially stable future for those close to him.

Lisa began her career in the financial services industry in 1996 after spending 7 years with a national commercial real estate development firm. Lisa established her career as a Client Services Associate with Jeffrey at Smith Barney prior to them joining Morgan Stanley. They’ve been a team for 26 years and counting! Lisa brings a wealth of administrative skills to the team and is committed to the highest level of client service. Aside from spending time with her husband of 20 years and her large family, Lisa enjoys tending to her garden when not in the office. Many know Lisa as the glue that holds the GreenBridge team together!

Paul has worked in the financial services industry since 2021. He served GreenBridge as an intern for two years before accepting a full-time position. Now a Financial Advisor, Paul centers his approach around client individuality and customization. Each client’s needs are unique and require a financial plan that not only addresses these needs but does so in the most prudent way. His love for finance stemmed from necessity. When traditional working opportunities were put on hold during the COVID-19 pandemic, he looked for alternative ways to reach his financial objectives. Among those, only one sparked a passion, and that was investing. This passion began a journey of self-education on market trends, technical and financial analysis, and overall financial literacy. This experience prompted Paul to pursue a career in finance.

With experience in market analysis, as well as equity and fixed income analysis, Logan provides valuable insight as a registered representative. He currently holds his health, life and variable annuity insurance license and brings invaluable knowledge regarding various life, annuity and long-term care insurances. Along with various equity and insurance knowledge, Logan loves assisting clients in their retirement planning, along with 401(k) planning, taking an individualized approach for each family. Like his parents, Logan was born in Clearwater and has a deep passion for the area in which he resides. This drives his enthusiasm to be active in the community. He is currently a Rotarian, aiding various charitable organizations, and loves to donate his time to Metropolitan Ministries, aiding those that are less fortunate.

Jeffrey founded GreenBridge Wealth Management after 12 years with Morgan Stanley. Since 1991, he has served the needs of clients in the Wealth Management business. Prior to his time with Morgan Stanley, Jeffrey spent 16 years with Smith Barney meeting the needs of clients, where he was a Senior Vice President. Jeffrey graduated with honors from Villanova University in Pennsylvania.