Foundation for Personal Financial Education

Jeffrey Lane is a Director for the Tampa Bay chapter of the Foundation for Personal Financial Education, a non-profit educational organization. Jeff holds a Bachelor of Science degree in Business Administration and Finance from the University of Iowa.

He is a Registered Investment Advisor offering Securities through Waterford Investor Services, member FINRA/SIPC, advisory accounts offered through Reed Financial, a registered investment advisor, custodied at Charles Schwab & Co., member FINRA/SIPC. Jeff is licensed in the states of Florida and Arizona with 25 years of experience in the Securities and Financial Services industry.

His focus has always been on creating long term plans for clients and their families, while educating them along the way so they become financially independent as they grow into their retirement years. It is a partnership in his work with others that has gained him the respect of those in his community. Jeff is married and has three children.

Richard (“Rick”) Kantner, of The Kantner Law Firm, PL, is an attorney at law in his seventeenth year of practice. He is admitted to the Florida Bar (1993), Tennessee Bar (2007), U.S. District Court, Middle District of Florida (2000), and the U.S. Supreme Court (2006).

Rick’s practice focuses on trusts and estates, including probate and trust administration, elder law, including Medicaid nursing home planning and qualification, and real estate. The Foundation for Personal Financial Education provides Rick with an opportunity to do what he loves – educate people about legal issues of practical importance. He has hosted a listener call-in show “Ask an Attorney”, made several appearances on local television shows, including Eight on Your Side consumer segment (NBC Ch. and cable access viewer call-in legal show, FLA Law. Rick was a featured speaker for the Financial Planning Association of Tampa Bay and the Society of Financial Service Professional’s 2007 Financial Professionals Education Expo, Tampa, Florida, and the Tampa Tribune and the Financial Planning Association of Tampa Bay’s 2000 Money Sense Live personal-finance seminar. Rick focuses on teaching the options in estate planning. Proper planning can help avoid a myriad of issues including: probate court process; taxes; delays in administration; creditor’s claims; nursing home costs; and frustration.

Rick has a B.A. in Political Science from Carson-Newman College and a Doctor of Jurisprudence (J.D.) from Regent University School of Law. He is a member of The Florida Bar 6th Judicial Circuit Grievance Committee (2008-2011 term), Florida Bar Association (Real Property, Probate & Trust Law Section and Elder Law Section), National Academy of Elder Law Attorneys (NAELA), Florida Academy of Elder Law Attorneys, St. Petersburg Bar Association, Clearwater Bar Association; Guardianship Association of Pinellas County, Better Living for Seniors – Area Agency on Aging, Attorneys’ Title Insurance Fund, Inc., Bay Area Real Estate Council, and serves on the professional advisory board of Suncoast Hospice, as well as the Board of Directors of the Historic Old Northeast Neighborhood Association.

Jamie West has become a member of The Foundation for Personal Financial Education as a way to give back to the community. She prides herself on educating sellers, buyers and investors on market conditions affecting their transfer of ownership. She knows every transaction must be evaluated differently based on the parties’ objectives. She has the knowledge to help first time home buyers or an experienced investor. Jamie has always had a unique ability to see plans and envision the possibilities for maximum potential. Keeping up with the current Real Estate market Jamie has put together a team to help her with short sale transactions. She offers a team of professionals in each area to help answer any questions you may have and has the staff to get the transaction done.

As a full time Real Estate professional Jamie implements the latest technology and stays up to date on the latest education and training to provide her clients with a higher level of service to ensure exceptional results. Whether you are buying, selling or investing, Jamie is a trusted resource in the Tampa Bay area real estate market you can count on for energetic service, personal care and expert guidance.

Marcela St. Onge is a member of the Tampa Bay chapter of the Foundation for Personal Financial Education, a non-profit educational organization comprised of various financial professionals. Attorneys, Accountants, Financial Advisors, and other financial service professionals conduct instructional workshops on important financial topics, including retirement planning, financial management, estate planning, asset allocation, and more. The Foundation for Personal Financial Education conducts hundreds of workshops a year for companies, organizations, institutions, and associations of all types.

Marcela holds a Bachelor of Science degree in Political Science from the University of South Florida. Marcela also is the President of Universal Insurance Agency, and is a Licensed Mortgage Broker with Millenia Financial. She is in her 12th year of practice in the Mortgage & Lending industry.

Marcela’s primary goal for her clients is to act in their best interest, whether she is helping them with a mortgage or assisting them with their property insurance. Marcela firmly believes that educated and informed people will make better decisions for themselves and their families. She has found that the Foundation provides an excellent platform to help further this goal.

Originally from Northern Wisconsin, Marcela fell in love with the Florida sunshine and moved here in 1996. As an avid biker and SCUBA diver, she has found Florida to be the perfect place to live.