Originally from sunny Southern California, T.C. has strong Clearwater roots. She graduated from Clearwater High School but returned to the west coast to attend the University of Southern California. Studying International Relations, T.C. knew her purpose was to help others on a grand scale. After university, T.C. worked in financial services where she chose roles alongside Presidents of these companies. As mentors they showed her how to run and grow a successful financial business. She gained hands-on experience talking to investors daily and managing and training staff to increase productivity.

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!

With experience in market analysis, as well as equity and fixed income analysis, Logan provides valuable insight as a registered representative. Logan currently holds his Series 7, Series 66, and Series 24 licenses. He also has 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 full financial planning process, including retirement planning, and 401(k) planning, taking an individualized approach for each family.

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.