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    Sandy Morris Financial and Estate Planning Services, LLC is a premier retirement and investment firm in Florida. Sandy Morris, President & Founder, and her team of advisors have over 20 years of combined experience helping retirees and pre-retirees in the Tampa Bay area. They have helped over one thousand Florida families “Get Retirement Right the First Time”. The advisors at Sandy Morris Financial help ensure their clients receive all the assistance they need not only in developing their retirement income strategy, but in maintaining it throughout their retirement.

    Alexander Skijus

    Alexander Skijus was born and raised in Tampa, Florida. He graduated from H.B. Plant High School and received his Bachelor’s degree from the University of South Florida. Immediately after graduating college, Alex worked as an actor and singer traveling the southeast with theatre productions, and working in television and commercials. Alex became a member of the financial services industry in 2011, where he began educating consumers about the importance and the abilities of the tax planning side of everyone’s financial equation. Alex has the 2-15 Life, Health, and Variable Annuity Insurance License and the Series 65 Securities license. He enjoys playing ice hockey, skiing, golf, tennis, boating, fishing, his nieces and nephew, laughing, going to the Theatre, being from Tampa Bay, and rooting for the Rowdies, Rays, Buccaneers, and Tampa bay Lightning!

    Matt McKeown

    Matt McKeown was born and raised in Florida. From 1992 to 1996 he served our country in the United States Air Force. He has worked with and has personally known Sandy Morris for the past 13 years. Matt has been in Financial Services since 2002 and currently holds a series 6, 63 and the 2-15 life, health and variable annuity license. Over the years, he has been awarded several industry honors. While Matt is knowledgeable and helpful in guiding people through many stages of life, he is very proficient in retirement planning and retirement income planning. He enjoys any activities with his boys, family time, boating, diving, golf, paddle boarding, kayaking and hanging out enjoying Florida with his wife Tiffany and Chocolate Lab Maverick.

    Jeffrey Bryen

    Jeffrey Bryen was born and raised in Southern New Jersey and graduated from Kent State University in Ohio. He relocated to Florida in 1999 with his wife, and entered the financial services industry. Working for a large regional firm, and then with a top discount brokerage firm in Sarasota. Jeff holds the series 2-15 Life, Health, and Variable Annuity License. He realizes the importance of planning for and through retirement, and putting the client first. Jeff enjoys taekwondo, shim so do, canoeing, volleyball, and hiking. He is active in his church; he teaches Sunday School for pre-teens, and is involved in many activities with the PTO. He believes that advisors should have a servant’s heart and help clients plan for, and reach, their goals.

    Scott Greene

    Scott Greene A native of Dublin, Ohio, Scott moved to Florida in January 1998 after completing his bachelor’s degree at Bowling Green State University. It was at this time he began his financial planning career as an apprentice and associate advisor at Estate & Retirement Planning Inc., based in Clearwater, Florida. In January 1999, Scott opened Greene Financial Group with a focus on providing pre-retirees and retirees with insurance, investment, tax, estate, Social Security and retirement income strategies. Scott is licensed to offer both investment and insurance financial products in the state of Florida, as well as across the country. Scott continually pursues further educational opportunities that can add to the value he provides his clients. Scott is also active in his community. In the summer of 2012, Scott was elected to serve on the board of directors for The Academy at the Lakes, a not-for-profit independent private school. In his free time, Scott enjoys exercising, golfing, boating, scuba diving and traveling. His No. 1 passion is being the best father he can be to his children: daughters Taylor, Adelynne and son Carson.

    Steve Zanolli

    Steve Zanolli has worked with, and has personally known, Sandy Morris for the past 10 years. He has a bachelor of arts degree from the University of South Carolina and has over 12 years of experience in the Financial and Insurance industry. Steve currently holds a series 65, 7 and life, health and annuity licenses and has been doing personal production for the last 7 years and has extensive insight in the areas of financial planning and product knowledge. He is also very proficient in the areas of financial regulation, compliance issues and suitability having worked in that area for a number of years as well. Steve’s hobbies include basketball, golf, riding his bike and hanging out with his two dogs.

    Jared Green

    Jared Green is a true Florida native born and raised in Ft. Lauderdale. He attended the University of Florida where he received his B.A., and upon graduation moved to Tampa and began his career in financial services. He holds registrations in Series 6 and 63 and life, health and variable annuity licenses. Jared previously worked as a financial advisor at New York Life where he earned several industry awards. Jared is currently studying for his MBA in Finance at the University of Tampa. He is married with 2 daughters, Alexa and Addison, and enjoys spending time with family, any water activity and playing tennis.

    Bill Lasseter

    Bill Lasseter is a lifelong resident of Florida and is from Winter Haven. He began his career in the financial services industry in 2001 and has worked with Clayton Holdings, Inc., Morgan Stanley Mortgage Capital, Edward Jones and USAA. He enjoys the outdoors and spending time with his family. Bill works in New Business and Client Services.

    Ellen Pulice

    Ellen Pulice was born in Boston, Massachusetts and considers herself a true New Englander. She worked for Fidelity Investments in Boston and Dallas, Texas for ten years. She relocated back to New England in 1997 and worked for advisors in New Hampshire for the next 18 years. Ellen decided to live her dream and move to the west coast of Florida in 2015. She is an avid sports fan and loves spending time outdoors with her family and her Australian Shepherd, Lucy. Ellen works in our New Business and Client Services.

    Angela Tahal

    Angela Tahal began her career in the financial services industry in 1996 as an Office Assistant with Provident Mutual. In 2002 Angela joined Penn Mutual as an Executive Assistant and later became their New Business Coordinator in 2006. She joined Greene Financial Group in 2014 and was very instrumental to the firm. Angela joined Sandy Morris Financial in November of 2016. Angela has a major in Business Administration at Drakes Business School in NYC and currently holds the series 2-14 Life and Annuity license in the state of Florida. She is involved with her church’s women ministries team, helping people discover their gifts and passion and actively serving in them. Angela is married with 4 sons, Ryan, Kevin, Sean and Aidan and really enjoys spending time with her family. Angela works in our New Business and Client Services.

    Linda Hyman

    Linda Hyman was born in Lynn, Massachusetts where she resided with her husband and son. She worked for Boston University School of Medicine, Dept. of Biochemistry as Administrator officer for 15 years before moving to the Tampa Bay area. She started a new career in Banking and worked with Wells Fargo Home Mortgage for 15 years. She has a beautiful granddaughter and an adorable 4-year-old Yorkie. Linda is our Office Manager/HR.

    Tina Ritz

    Tina Ritz was born in Pontiac, Michigan, but moved to Hudson, Florida when she was two years old. She moved to Tampa after meeting her husband, Sam. They have two wonderful children, daughter Samantha, and son, Samuel. Tina has a background in Customer Service and Community Relations. She has worked in Property Management, Aggregates/Mining, and the Medical Field. Tina started with Sandy Morris Financial in 2015, and looks forward to retiring from here. She enjoys entertaining family and friends, but her passion is writing and she would like to publish a book someday. Tina is our Marketing/Event Planner.

    Nina Irvine

    Nina Irvine was born in Portland, Maine, and moved to Massachusetts when she was 24 where she met her husband, Michael. They have one daughter, Laurie, who resides in Massachusetts. Nina has worked most of her career as an Executive Administrator in the High-Tech Industry in Massachusetts. After Nina’s parents passed away, Nina and her husband moved to Florida in 2012 to be near her in-laws. She truly enjoys spending time with her husband; her hobbies are reading, gardening, decorating, bike riding and helping people, she also enjoys her adorable 4-yr-old Yorkie. Nina is involved with her church, helping the needy and ministering to the Seniors. Nina is the Advisor Support for Sandy Morris Financial.

    Brenda Bellomo

    Brenda Bellomo was born and raised in Buffalo New York. She moved to Florida in 1999 when her husband was transferred. She worked as a travel agent for over 20 years. She came out of retirement to work for Sandy Morris Financial Services as a Scheduling Coordinator. Brenda has been married for 40 years. She raised three children and now has five grandchildren. Brenda’s hobbies are reading, swimming, and spending time with her family. Brenda works in our Scheduling Department.

    Valeria Chaves

    Valeria Chaves “Val”; Moved to Florida from Brazil 28 years ago, for some adventure, and never left. She is a proud US Citizen and thankful for all the opportunities she has been blessed with. She has a degree in Communications from Rio de Janeiro, Brazil. She began her career in the airlines industry in the 90’s. After becoming an American citizen, she repositioned her career with the government working at MacDill Airforce Base managing their travel. Later she began working with one of the world's largest defense contractor, Lockheed Martin. After 17 years working with the government, Valerie found herself taking time away to begin a business of her own, while on this adventure she recognized an opportunity with Sandy Morris. She holds the responsibility as Scheduling Coordinator within the office. She loves that she can still meet and talk to clients since she is truly a people lover. Val enjoys traveling and being outdoors as well as family time. Val works in our Scheduling Department.

    Michelle Urena

    Michelle Urena and her family moved to Tampa on February of 2014. She was born in California and raised in Santo Domingo, Dominican Republic. She has over 10 years of experience as an Executive Assistant. Michelle holds a degree in Culinary Arts and studied Music, focused on the piano, for 8 years. She is married and has one daughter, Sabrina. In her free time, she enjoys spending time with her family, playing the piano, and creating new culinary dishes for her family and friends. She transitioned from a Legal Executive Assistant, to join Sandy Morris Financial and become Sandy’s Personal Assistant.

    Marianne Smith

    Marianne Smith is a native to Florida and a fourth generation to the Clearwater area. Marianne attended Arizona State University but returned home and finished up her B.S. in Business Management at University of South Florida. She met her husband who is also a native Floridian and they are raising 4 amazing teenagers. She enjoys going on the boat with her family to the spoil islands, reading, and traveling. Marianne is our Director of Client Relations.

    Crystal Lewis

    Crystal is a Florida native who started her financial services career in 1999. With over 18 years of diverse experience, Crystal worked as an Operations Manager for a broker-dealer in California, a Financial Services Rep for the Bank of Hawaii, and later partnered with the Branch Manager of AG Edwards Westshore, and a top Financial Advisor at Morgan Stanley. Due to her vast experience with affluent families, Crystal developed an extensive understanding of clients who are transitioning in various stages of their lives. Crystal studied at St Petersburg College and furthered her education with a study abroad program. She earned an Associate Degree and graduated on the Dean’s List with Honors. She currently holds her Series 7 and 66 licenses, and Financial Planning Associate designation. Crystal pursuit of adventure has allowed her to circumnavigate the world traveling to over 25 countries. In her personal time, she enjoys sports, international traveling, and volunteering in the local community. Crystal is a current member of Hands on Tampa Bay.

    Ryan O'Leary, CFP®

    Ryan was born in Detroit, but grew up in central Florida. He is a graduate of the University of Florida where he obtained a Bachelor degree in Economics and a Master degree in Business Management and love for the Gators! Ryan began his career in the financial services industry in 2001 and has worked hard to obtain the Certified Financial Planner designation to best serve clients in all aspects of their financial health and well-being. He holds the series 6, 7, 24, 63, and 65 FINRA licenses as well as a Life, Health and Annuity insurance license. He lives in South Tampa with his wife and two boys and is an avid tennis player and a frustrated golfer. Ryan believes in dedicated community involvement and is a past president of a Rotary Club in the Villages.

    Cameron J. Arehart

    Cameron was born in Kokomo, Indiana where he grew up until college. He moved to Florida in 1994 where he began his career in the Financial Industry. Cameron currently holds a series 7 and 24 with over 20 years of financial industry experience. He currently resides in St. Petersburg Florida and his hobbies include tennis, swimming, camping and enjoying time with friends.


    To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at info@sandymorrisfinancial.com or call us at 1 (800) 589-5534 today!

    We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

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    Investment Advisory Services offered through Sandy Morris Financial and Estate Planning Services, LLC, a Registered Investment Advisor

    Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Insurance and annuity product guarantees are subject to the claims-paying ability of the issuing company, and those guarantees are not offered by Sandy Morris Financial, Inc., or Global Financial Private Capital.

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