Meet Our Advisory Team
Our Tampa-based financial advisors offer personalized financial planning and investment management services for professionals and multi-generational families as well as women investors. We help our clients make confident, informed decisions about their finances, whether they’re preparing for retirement, planning their estate, or growing generational wealth.
Our team also has deep experience partnering with CPAs and estate planning attorneys in the greater Tampa Bay area.
If you’re searching for a financial advisor in Tampa, FL our team is ready to support your financial goals.
Connect with Us
Wealth Advisors
Charlie Bruckman
Associate Wealth Advisor
Charlie is an Associate Wealth Advisor in the Beacon Pointe Flint, MI office. He supports advisors in working with clients to build thoughtful, goals-based financial plans and enjoys collaborating with clients to help them pursue long-term financial success. Prior to Stephens Wealth Management Group joining Beacon Pointe in 2025, Charlie served as a Client Relationship Associate and Investment Analyst at SWMG, contributing to investment research, 401(k) initiatives, and the firm’s Investment Committee. Charlie graduated from the University of Michigan with a bachelor’s degree in economics. Active in his community, he volunteers with the Knights of Columbus and participates in local events and fundraisers. Originally from Owosso, he enjoys spending summers up North at his family cabin, golfing, fishing, and spending time on the lake. At home, Charlie is a dedicated Michigan football fan and enjoys watching movies.
Jessie Schlanderer, CDFA®
Wealth Advisor
Jessie is a Wealth Advisor in the Beacon Pointe Flint, MI office. She leverages her analytical background to guide clients through personalized, holistic wealth strategies and contributes to portfolio oversight through her work on investment-related initiatives. Jessie works with clients in all stages of life and holds the Certified Divorce Financial Analyst® (CDFA®) designation, enabling her to help clients navigate the financial complexities of divorce with clarity and confidence. Prior to Stephens Wealth Management Group joining Beacon Pointe in 2025, Jessie was a wealth advisor and Investment Analyst at SWMG. Prior to SWMG, Jessie served as a Private Wealth Financial Consultant with Wells Fargo Advisors, where she developed deep expertise in portfolio management and client advisory work. She also previously held roles within the mortgage and consumer banking divisions at Bank of Ann Arbor. Jessie holds a Bachelor of Science in Actuarial Mathematics and Mathematics of Finance and Risk Management from the University of Michigan. Passionate about community service, she has been actively involved in organizations across Washtenaw and Livingston Counties, including serving on the board of the Women’s Exchange of Washtenaw and participating in Ann Arbor Women for Good. She has also been a dedicated member of the United Way of Washtenaw County’s Emerging Philanthropists group, where she previously served as Committee Chair. Originally from Dexter, Jessie lives in Brighton with her fiancé, Jeff. Outside the office, she enjoys golfing, crafting, traveling, and spending time with family. She is an avid hockey fan and can often be found at Michigan sports events or spending time up North.
Tori Boswell, MBA, CIMA®
Partner, Senior Wealth Advisor
Tori is a Partner and Senior Wealth Advisor in the Beacon Pointe Tampa, FL office. With more than two decades of experience in the financial services industry and more than ten years advising clients directly, Tori works with individuals and families nationwide, offering strategic investment guidance rooted in deep industry expertise. As a Certified Investment Management Analyst® (CIMA®), she helps clients build thoughtful investment strategies aligned with their long-term goals. Prior to Stephens Wealth Management Group joining Beacon Pointe in 2025, Tori was a wealth advisor at SWMG. Prior to SWMG, Tori began her career as an options trader on the Chicago Board of Trade. She later served as a regional investment consultant with Raymond James and Bank of America, followed by a role as Regional Vice President at Eagle Asset Management, where she provided research, analysis, and investment strategy recommendations to financial advisors, high-net-worth clients, and institutions. Tori is actively involved in her community, serving on the Alumni Advisory Committee for the Pi Beta Phi sorority at the University of Tampa. She holds an MBA from the University of South Florida and a bachelor’s degree in accounting from the University of Alabama. A Tampa native, Tori enjoys travel, golf, boating, and fishing in her free time.
Client Service & Operations
Alice Wagener
Client Service Associate
Alice is a Client Service Associate in the Beacon Pointe Flint, MI office. Prior to Stephens Wealth Management Group joining Beacon Pointe in 2025, Alice spent ten years with Robert W. Baird & Company and two years with Morgan Stanley before building a long-standing career at SWMG. Earlier in her professional journey, she held roles in medical billing for OB-GYN and family medicine practices, where she developed her passion for helping people and forming meaningful relationships. Alice holds an associate degree in business from Baker College. Active in her community, she has volunteered with St. Pius X Church in Flint, the Food Bank of Eastern Michigan, the North End Soup Kitchen, and Swartz Creek Community Schools. Originally from Flushing, Michigan, Alice enjoys summers at her family cabin in Oscoda with her husband, Bob, and their dog, Angel. She enjoys long walks, relaxing at the beach with a good book, and exploring local antique shops and boutiques.
Financial Advisory Services Tailored to Your Needs
Our process and attention to detail ensure your wealth plan allows you to make smart choices about your financial future through informed decisions.
Financial Planning
Our holistic allWEALTH® approach addresses all aspects of your financial well-being.
Retirement Planning
We help clients achieve their best retirement by making smart, informed choices now.
Estate Planning
We’ll help ensure you have the necessary documents in place to protect your family and legacy.
Strategic Tax Planning
Our team is well-versed at integrating tax strategies across your portfolio and financial plan.
Investment Management
We offer customized investment solutions with diverse strategies on an open platform.
Healthcare Planning
Our team can guide you in confidently planning for your future healthcare needs.
Asset Protection
Our team uses their expertise to design a protection plan for your family and assets.
Family Office Services
Our role is to help ensure that your wealth will last you and your family for generations to come.