Our Team

  • Robert K. Doyle, CPA, PFS

    President

  • Jillian D. Doyle, CPA

    Chief Financial Officer

  • Michael J Chren, CFA

    Chief Investment Officer

Robert K. Doyle, CPA, PFS

President

Robert K. Doyle, CPA, PFS

President

Bob Doyle is President of Doyle Wealth Management and is a founding shareholder of the firm. He has over 22 years of experience in wealth management and personal financial planning.

Bob began his career at Price Waterhouse in Tampa in 1988. From 1993 to the inception of Doyle Wealth in 2005, Bob served as Chief Investment Officer of a Tampa Bay-based Registered Investment Advisor and also served as the Partner-in-Charge of the Personal Financial Planning Practice in a Tampa Bay based CPA firm.

Bob is a member of the Chartered Financial Analysts Institute and the Financial Analyst Society of Tampa Bay. He is also Past Chairman of the Personal Financial Planning Executive Committee at the American Institute of CPAs. Bob wrote a book on investment management and has been quoted by many of the leading members of the financial press. Bob has a BA in Accounting and Master of Accountancy from The University of West Florida

What are your passions outside of work?

When I am not working, I enjoy spending time with my wife, Jill, and our two daughters. Together, we often enjoy the outdoors together. Hiking and paddle boarding are activities we all enjoy. During the summer, we can often be found backpacking. Jill and I enjoy backpacking in the Sierra Nevada mountains in California and are section hiking the John Muir Trail together.

What do you love most about being part of Doyle Wealth Management?

What I love most about DWM is the relationships we form – both staff and clients. Those who have chosen to work here are caring and devoted people and that creates a wonderful work environment. Our clients are friendly and cooperative. Contributing to their long-term financial dreams is an honor.

What’s your favorite line from any movie?

“Badges? We don’t need no stinking badges.” The Treasure of the Sierra Madre (also in Blazing Saddles)

Jillian D. Doyle, CPA

Chief Financial Officer

Jillian D. Doyle, CPA

Chief Financial Officer

Jillian Doyle is a Principal and founding shareholder of Doyle Wealth Management. She has over 23 years of experience in corporate and individual taxation.

Before founding Doyle in 2005, Jillian worked in the tax department of Price Waterhouse in Tampa and served as Manager of Domestic and International Taxation at Walter Industries, Inc. Jillian earned her BS from Florida State University and her Master of Accountancy from the University of Florida.

What professional accomplishment are you most proud of?

The establishment of Doyle Wealth Management in 2005 with my husband and one employee, Brenda. I still remember that first day’s excitement mixed with a tad bit of reservation as Brenda and I worked at our second-hand desks while Bob sat at a folding card table calling clients. I wish I had taken a picture!

What are your passions outside of work?

I grew up in a family with parents who believed strongly in getting involved in the community to make it a better place for all residents, and I carry those same sentiments. I spend time volunteering with schools that have a large population of underserved children. I also volunteer with a faith-based, transitional housing and self-sufficiency program for families with minor children who are homeless or at risk of becoming homeless.

What personal accomplishment are you most proud of?

In 2015, I received the Virginia Lazzara Award. Named for a woman in St. Petersburg who was known for her devotion to our community, this award is given once a year to honor an individual for her community service.

Michael J Chren, CFA

Chief Investment Officer

Michael J Chren, CFA

Chief Investment Officer

Michael J. Chren, CFA joined Doyle Wealth Management in August 2015 as Chief Investment Officer. He brings nearly 30 years of investment and financial experience to the firm.

He began his career as an arbitrageur for Mabon Securities in New York City. From there, he went on to work in an analyst role with both Bear Stearns and Raymond James. He then was promoted to Equity Income and Value Portfolio Manager for Eagle Asset Management. Michael has served as the Senior Portfolio Manager for Large Cap Value Equity for INVESCO Capital Management, Allegiant Asset Management Group, and Fidelity Management and Research.

Michael earned his BA and his Master of Architecture from Yale University. In 1994, he obtained his MS in Industrial Administration (MBA) from Carnegie Mellon University’s Tepper School of Business. His expertise in the financial field has drawn numerous guest commentator positions on television outlets such as CNBC and Bloomberg TV, as well as printed interviews with The New York Times, Wall Street Journal, Financial Times, and Investor’s Business Daily.

What’s one piece of advice you would give someone just starting out in investing?

Recognize recurring patterns and observe what works. Learn the value of contrarian thinking. Do not be afraid to take the path less traveled and do it your way.

What are your biggest turn-offs in the business world?

Misplaced superiority complexes and over-inflated egos.

What are you most proud of?

Doing the right thing when no one else is around to see it

  • Anne Drake McMullen

    Chief Development Officer

  • Scott Connor, CFA, CFP®

    National Director, Investment Services

  • Matt Benz

    Regional Director, Client Services

Anne Drake McMullen

Chief Development Officer

Anne Drake McMullen

Chief Development Officer

Anne Drake McMullen is the Chief Development Officer at Doyle Wealth Management. She has over 27 years of business development experience. She has been instrumental in the formulation of collaborative relationships with corporate executives, elected officials, and regional leaders.

What do you love most about being part of Doyle Wealth Management?

The family-like culture at the firm permeates every aspect of how we care for our clients and is reflective of my personal character and integrity. Representing our firm as a fiduciary is a privilege I cherish every day.

When people look at me, they would never guess that I….

I can read, write and speak the Greek language as all four of my grandparents were immigrants from Greece. In fact, there are a few words that I did not learn in English until I began school, like “watermelon.” My first name is Anastasia and my “name-day” is celebrated on Easter Sunday.

What was your worst summer or part-time job?

My worst work experience was in high school when I worked as a waitress on Cape Cod and I spilled a pot of coffee on a customer. I didn’t receive much of a tip! My second worst job was as a cashier and my first day on the job the drawer came up $50.00 short. I was mortified. They later realized the manager had counted wrong, but I still felt incriminated.

Scott Connor, CFA, CFP®

National Director, Investment Services

Scott Connor, CFA, CFP®

National Director, Investment Services

Scott Connor, CFA is the National Director of Investor Services at Doyle Wealth Management. Scott has nearly 20 years of experience in the financial services industry including roles with Charles Schwab, Inc. as a Portfolio Consultant in the Private Client offering, as a Portfolio Manager in SunTrust’s Private Wealth Management division, and positions in privately held boutique investment management firms. Scott holds a Bachelor’s of Science degree in Finance from Thomas Edison State University as well as an MBA from Ole Miss. In addition, Scott is a CFP® certificant and CFA Charterholder. Scott lives in Orlando with his wife, two children, a dog and at least two cats. In his spare time he enjoys playing golf, coaching softball and baseball teams, and camping with his children.

What professional accomplishments are you most proud of?

I am most proud of earning my CFA designation.

What is one piece of advice you would give someone just starting out in investing?

Don’t allow your investment decisions to be ruled by emotion.

What was the first car you drove?

It wasn’t my very first car, but when I was in high school I had a 1969 Pontiac Firebird convertible, midnight blue with a white top and big burly V8 engine. That was to this day my coolest car.

Matt Benz

Regional Director, Client Services

Matt Benz

Regional Director, Client Services

Matt joined Doyle Wealth Management in 2017 as Regional Director of Client Relations. Matt began his financial services career in 2007 as a Financial Consultant at Fidelity Investments.  There he managed more than 450 affluent and mass affluent client relationships. Also at Fidelity, Matt served as a Regional Planning Consultant and worked alongside advisors to ensure their focus on investing and planning for the clients. Matt left Fidelity in 2015 and became a Regional Investment Manager at Bank of the West in Colorado.  He managed financial advisors across five states before joining DWM.

Matt graduated from the University of Florida in 2006 with a Bachelor of Science degree in Economics.  He is currently working towards obtaining the Certified Financial Planner certification.

Outside of work, Matt enjoys spending time with his wife, Nicole, and their puppy, Luna.  They spend as much time as possible outdoors enjoying all that nature has to offer.

What do you love most about being part of Doyle Wealth Management?

The focus that we have on our clients. Having been a part of a few different firms over my career, here at Doyle Wealth Management we truly focus on our clients, put their interests and goals ahead of all else, and ensure that we prove our focus of being the last advisor our clients will ever hire.

One goal that I’m saving for is…

A home in the mountains of Colorado. For anyone who has never spent time in the Rockies, it is a magical place filled with crisp mountain air, wildlife, and views that go on for days. My wife and I call it our happy place.

When people look at me, they would never guess that I…

once was a state weightlifter in the 139lb class.  And trust me, you would never guess today.

  • Chuck Crouch

    Regional Director, Client Services

  • Todd B. Youngs, CFA

    Director Of Portfolio Management

  • Cassandra M. Smalley, CFA, CFP®

    Director Of Financial Planning & Portfolio Analyst

Chuck Crouch

Regional Director, Client Services

Chuck Crouch

Regional Director, Client Services

Charles M. Crouch joins DWM as Regional Director of Client Relations in the Southeast. He brings over 20 years of diversified experience in the financial services industry and worked for some of the largest companies in the world as well as small boutique firms. Much of Chuck’s career has centered on retirement and income planning along with portfolio risk management.

Prior to joining DWM, Chuck served as Regional Sales Director for Great West Life and Annuity from 2015 to 2017. He also served as Regional Vice President for BIC Group, LLC from 2013 to 2015 and President of Catalyst Asset Advisors, LLC from 2012 to 2014.

Chuck graduated from Charleston Southern University where he majored in Business Administration and minored in Economics. In 1999, he then received his MBA from the University of South Carolina. Chuck obtained the Certified Financial Planner™ certification in 2007.

Todd B. Youngs, CFA

Director Of Portfolio Management

Todd B. Youngs, CFA

Director Of Portfolio Management

Todd Youngs is the Director of Portfolio Management at Doyle Wealth Management. He has over 13 years of experience in the financial services industry. He began his career at Merrill Lynch as a Registered Client Associate. From there, he went on to work at Franklin Templeton Investments, where he held various roles, the last of which was Senior Analyst in the Global Product Strategy group. Most recently, he served as a Research Analyst with PricewaterhouseCoopers LLP.

Todd was awarded the Chartered Financial Analyst (CFA) designation in 2011. He is also a member of the CFA Institute and the CFA Tampa Bay Society. He earned a dual MBA and MS in Finance from the John Sykes College of Business at the University of Tampa. He completed his undergraduate work in Computer Science and Business Administration at Furman University in Greenville, SC.

Outside of work, Todd enjoys woodworking and running. He lives in St. Petersburg with his wife and two children.

Why did you get into this profession?

I was first introduced to investing by my grandmother. I would always sit next to her on the couch when she visited and she would tell me about the companies she owned while looking at the newspaper. In my sophomore year of college, I started asking a lot of questions during an internship. My bosses gave me books to read and gave me access to all the research I wanted. I was hooked; I would spend hours in front of a computer reading about companies and scouring through their financial reports. After college I moved through various roles in the financial services industry: assisting advisors, mutual fund sales, product management, consulting, and research. I discovered through my experiences that I gained a feeling of satisfaction and a huge sense of accomplishment in helping people.

What are your passions outside of work?

If I am not spending time with my family, my latest obsession is golf. I also enjoy woodworking. I keep telling myself I want to run another marathon but that hasn’t happened yet.

What’s one piece of advice you would give someone just starting out in investing?

It’s hard to narrow it down to just one thing. Howard Marks from Oaktree Capital once said, “The riskiest kind of market is the one where investors believe there is no risk.” There are a few lessons that someone can derive from this quote: do your homework and know what you own; don’t get caught up in the hype and let your emotions take control; and just because an investment has done well in the past doesn’t mean it will continue to do well going forward.

Cassandra M. Smalley, CFA, CFP®

Director Of Financial Planning & Portfolio Analyst

Cassandra M. Smalley, CFA, CFP®

Director Of Financial Planning & Portfolio Analyst

Cassandra serves as the Director of Financial Planning at Doyle Wealth Management, working directly with clients to develop a cohesive strategy to meet their most complex financial goals. Her comprehensive approach solves wealth management issues in the areas of retirement planning, investment management, tax, estate planning, insurance analysis, and college planning. Her approach focuses first on a thorough understanding of client circumstances in order to provide them with a truly customized plan to achieve their goals.

Prior to joining Doyle Wealth Management, Cassandra worked for national financial services companies and brings over ten years of experience in a variety of capacities. In prior roles, her responsibilities included serving as a subject matter expert to advisors on financial planning topics, developing financial plans for high-net-worth clients, shaping advanced financial concepts training, and delivering presentations on various investment themes. Throughout her career, Cassandra has gained extensive experience in comprehensive wealth management for high-net-worth clients and institutions. At her previous employer, Cassandra was recognized as a mentor and leader to other financial professionals and served on several committees focused on developing financial planning training and education.

Cassandra received her bachelor’s degree from the University of Florida and MBA with a Finance Concentration from the University of North Florida. She was awarded Excellence in Graduate Management Studies for graduating first in her class. Cassandra also participated in the Chartered Financial Analyst (CFA) Global Investment Research Challenge and was a member of the team that won the Florida Region, advancing to the International semi-finalist round.

In her spare time, Cassandra enjoys traveling, outdoor activities, and most importantly, family time. She is married to Kevin and has two energetic young daughters, Addison and Meghan.

Why did you get into this profession?

The best advice I ever received came from my mother who said, “The only thing in life that no one can ever take away from you is your education.” I took that to heart when trying to find my career path. I went back to school to earn an MBA with a Finance concentration and landed a job with an investment company. Through many conversations with clients during the exuberance of the real estate boom to the calamity in the markets that soon followed, I realized that investing is more than just buy this, sell that. It became personal. These accounts were their life savings, their retirement funds, and college accounts for their grandkids. Each had a purpose and a story to tell. The more knowledgeable I became about investing, the more I realized how much more there is to learn. I wanted to share the importance of sound financial advice and diligent investing with my clients to help them avoid the downfalls of timing the market and mistakes that cost life savings. I studied to earn the CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Analyst designations. I am very proud of those achievements, and they now make nice art on my office walls, but there’s so much more to it than that. I know that I am in this profession today because I want to be a part of the journey in helping each client achieve financial freedom, to retire comfortably and know that they have peace of mind throughout any market that lies ahead.

What are your passions outside of work?

I have two energetic, young daughters that are my whole world. We spend a lot of family time swimming in the pool, chasing them around our neighborhood golf course, riding bikes, and any activity that allows them to burn off tons of energy. Sometimes my weekends are more exhausting than the work week!

What’s one piece of advice you would give someone just starting out in investing?

Work hard, SAVE HARD, play hard! If you save 10-20% of your income now, you will be able to enjoy many more years of your choice of fun!

Describe your dream vacation.

Italy… All of it! From the romantic gondola ride with my hubby, photo opp holding up the Tower of Pisa, view the masterpiece that is the Sistine Chapel, experience Vatican City, the architecture of the Duomo, and everything magnificent in between. I’m all ears if you know how to see it best!

  • Amy Powell, CFA

    Portfolio Analyst

  • Chris Jay, CFP®

    Portfolio Analyst

  • Jim McGinty

    Portfolio Analyst

Amy Powell, CFA

Portfolio Analyst

Amy Powell, CFA

Portfolio Analyst

Amy L. Powell is a Portfolio Analyst at Doyle Wealth Management. She has over ten years of experience in the financial services industry and investment management.

She began her career as a research analyst with Raymond James Financial, Inc., with a particular focus on sector and international mutual funds. From there, Amy went on to work for the asset management team at Transamerica Corp., which was responsible for the oversight of Transamerica’s mutual fund, annuity, and retirement plan products.

Amy earned a Bachelor of Science degree in Finance from the University of Central Florida and was awarded the Chartered Financial Analyst (CFA) designation in 2010. She is also a member of the CFA Institute and the CFA Tampa Bay Society. In her free time, Amy is a fitness enthusiast and active participant in local tennis leagues and tournaments.

What are your passions outside of work?

I love to play tennis, and St. Petersburg has several great local leagues and tournaments for all levels of play. It’s a fun way to fit in some exercise, and the leagues provide great motivation to keep improving your game. I’m also a huge animal lover; growing up I always thought I’d become a veterinarian. I have owned various kinds of pets throughout my life and enjoy supporting local animal-related organizations.

What’s the one piece of advice you would give someone just starting out in investing?

Start NOW. One of my favorite quotes is the proverb: “The best time to plant a tree was 20 years ago. The second best time is now.” Time is one of your biggest allies when it comes to investing. Many people put it off because they don’t know how to get started or feel overwhelmed by the process. If that describes you, seek help! There are so many great resources available these days; there’s really no excuse not to start as soon as possible so you can secure a stable financial future for you and your family.

What are your three favorite foods?

I love international cuisine, but my favorites are probably Indian and Mexican. I also have an insatiable sweet tooth, so I love pretty much anything chocolate!

Chris Jay, CFP®

Portfolio Analyst

Chris Jay, CFP®

Portfolio Analyst

Chris Jay serves as a Portfolio Analyst at Doyle Wealth Management. He brings over eight years of experience in the financial services industry. As a Certified Financial Planning practitioner, his expertise is working with clients to review their retirement, insurance, tax, and estate planning needs, and working with them to create an investment strategy that aligns with each client’s unique goals and preferences

Chris began his career with Fidelity Investments in 2007 in various roles, but most recently as a Financial Consultant managing $400M in assets under administration. He helped clients develop retirement income plans, and helped them consider investment and income options.

Prior to working with Doyle Wealth Management, Chris was a Client Advisor at Mercer Global Advisors. He also served in a holistic advisory role, working with about 70 high net worth families. In addition to developing their investment strategy from a suite of options, he also reviewed estate plans, tax returns, and insurance needs to work with clients’ attorneys, CPAs, and insurance agents to educate and guide clients on their overall financial journey.

Chris graduated from Flagler College in Saint Augustine with a bachelor’s degree in Business Administration. He lives in Tampa with his wife Nicole, daughter Henley, and their two whippets. When they’re not at work, Chris and Nicole enjoy golf, adventure runs, and traveling.

Why did you get into this profession?

I got into financial services in November 2007. Little did I know the market had peaked a month earlier and we would endure our generation’s worst stock market decline in the coming 16 months. I learned two things from that very difficult time in the market.

The first was that the stock market can be wild, illogical and scary sometimes. The second was that during that time, the number on the bottom of that statement wasn’t just a loss of capital for many clients. It was a fear that they may not be able to pay for their kids’ college, possibly never retire, or run out of money before they run out of time.

I’m a financial advisor because I wanted to be trusted by our clients to provide unbiased advice, guidance, and direction in their financial lives. I want to put them in a position to achieve all the goals they’ve set.

What are your passions outside of work?

My wife Nicole and I have a young daughter named Henley and two Whippets (smaller versions of Greyhounds). We used to do a number of adventure/obstacle runs before we got married, so in the small void of time that our daughter and dogs aren’t vying for our attention, we are training for a sprint triathlon.

What’s one piece of advice you would give someone just starting out in investing?

Save early, Save often. There are a number of different pieces that talk about the power of compounding, and the more you let your money work, the less you have to. Trying to max out an employer-sponsored 401(k) or 403(b) is a great start. If you can do that, then try to make maximum contributions to an IRA. You’ll be amazed by how quickly it adds up.

Jim McGinty

Portfolio Analyst

Jim McGinty

Portfolio Analyst

Jim McGinty is a portfolio analyst with Doyle Wealth Management, and he has over 25 years of experience in the financial services industry.  After earning a B.A. in Accounting from the University of South Florida, Jim practiced as a C.P.A. in the Tampa market with Arthur Andersen & Co.  Prior to joining Doyle Wealth management, Jim served clients with the Private Bank of Wells Fargo as well as PNC Bank’s Wealth Management Division.  Jim is very active in his community and currently serves as a Board Member and the Secretary of the SPCA Tampa Bay, as well as a Trustee of the Johns Hopkins All Children’s Foundation in St. Petersburg, Florida.

Jim and his wife Debbie live in Seminole, Florida with their two Australian Labradoodles.  Outside of work, Jim and Debbie enjoy traveling and spending time with their three young grandson’s – Keegan, Truett  and Rowan.

  • Jay Rabideau

    Support Adviser

  • Connie E. Roman, CPA

    Controller

  • Robyn A. Bowman

    Operations Manager

Jay Rabideau

Support Adviser

Jay Rabideau

Support Adviser

Jay Rabideau serves as a Support Advisor for Doyle Wealth Management, and brings over 8 years of experience in the financial services industry.

Jay began his career in 2008 at Raymond James Financial during one of the most challenging economic periods in recent history. Jay held several different roles within the Retirement Planning Department and spent nearly 5 years on the Fixed Income Trading Floor.

Prior to joining Doyle Wealth Management, Jay worked as the Regional Sales Director at Ameriprise Financial covering the central Florida region. He helped clients develop comprehensive financial plans and assisted them in identifying various investment options to suit their individual needs.

Originally from upstate New York, Jay was raised on the Florida Gulf Coast and attended college at the University of South Florida where he received a bachelor’s degree in Finance. Jay resides in the Lakewood Ranch area with his wife Kim and daughter Taylee. When time permits Jay enjoys golfing, volunteering, and vacationing in the Smoky Mountains.

What’s the biggest challenge when it comes to wealth management?

If I could sum it up with one word, it would be “emotions.” The stock market and events that influence it are very unpredictable and people tend to make irrational decisions during periods of high emotion. Furthermore, wealth management is at times erroneously defined as beating the stock market or chasing a segments of the market that have performed well. Instead, wealth management should be defined as an advisor-client partnership, where the advisor knows and understands their client’s situation, goals, and values. Wealth management is dynamic and unique to each individual client. Only after an advisor truly knows the client will they be able to help them effectively manage their financial emotions.

What’s one piece of advice you would give someone just starting out in investing?

I have to be a rebel and give two pieces of advice:

1) Set a realistic budget and stay disciplined.

2) Don’t wait until tomorrow to start saving. Regardless of your financial situation – put a plan together to start saving today and gratification will soon follow.

What was the weirdest food you’ve ever eaten?

My wife and I took a trip to the Turks & Caicos and spent the day on a private uninhabited island. During our boat ride on the way the captain suddenly dove into about 12 feet of water and pulled a fresh conch. When we arrived at the island he offered everyone a piece and I couldn’t say no. Fresh, raw conch… let’s just say I didn’t make that mistake again.

Connie E. Roman, CPA

Controller

Connie E. Roman, CPA

Controller

Connie Roman is the firm’s controller and handles overall responsibility for accounting, financial reporting, billing, and administration. She brings over twenty years of experience in corporate accounting including engagements with Fortune 500 companies such as Olin Industries, Pall Engineering, and AEGON-Transamerica. Connie has worked for regional and local firms in Dallas and Clearwater and she has extensive exposure to a wide range of corporate environments. She earned a BS in Accounting from the University of Texas in Austin.

Why did you get into this profession?

I have always enjoyed working with numbers and wanted make a tangible contribution by supporting my fellow associates and our clients with accurate tax and accounting support services.

What are your passions outside of work?

I spend a lot of my free time walking in our local parks and on the area beaches with my husband. I also like dancing, horseback riding, boating, and reading when I get some quiet moments.

What personal accomplishments are you most proud of?

Continuing to expand and enhance my public accounting and tax skills while maintaining my Florida and Texas CPA accreditations. Joining a dedicated team that creates tangible value for clients and provides critical strategic financial advice and timely tax management strategies for individuals, families and trusts. Spending time as an incognito community volunteer.

Robyn A. Bowman

Operations Manager

Robyn A. Bowman

Operations Manager

As an Operations Manager, Robyn supports all of the daily functions at Doyle Wealth Management. She brings her more than 20 years of experience to the table to help the operations team ensure the overall success of the firm. Robyn is actively pursuing her Bachelor of Science degree in Finance at the University of South Florida.

What do you love most about being part of Doyle Wealth Management?

Hands-down, the best part of Doyle Wealth Management is the people who work here. In my role as an Operations Manager, I have the opportunity to ensure the overall success of the team, and it is an absolute pleasure to do so. The staff is extremely capable and knowledgeable.

What is your favorite book or movie?

My favorite movie is the classic 1958 film Auntie Mame, which stars the amazing Rosalind Russell. I always watch it whenever I need a laugh. “Life is a banquet, and most poor suckers are starving to death!”

Describe your dream vacation.

I’m not sure I can put my finger on why, but I have always dreamt of vacationing in the heart of the Gobi desert in Mongolia. There’s something extremely calming about looking out and seeing nothing but sand dunes as far as the eye can see. I also hear that Mongolians are a (literally) warm and friendly people.

  • Kimberly A. Markiewicz

    Operations Manager

  • Stacy Goodrich

    Operations Support

  • Kimberly Doss

    Operations Support

Kimberly A. Markiewicz

Operations Manager

Kimberly A. Markiewicz

Operations Manager

As an Operations Manager, Kim supports all of the daily functions at Doyle Wealth Management. With more than 27 years of financial services experience, she helps the operations team ensure the overall success of the firm. Kim has an associate’s degree from The Community College of Baltimore County and continued her studies at the University of Baltimore. She enjoys sailing, traveling and exploring with her family.

What do you love most about being part of Doyle Wealth Management?

There are plenty of things to list, but I would have to say that I love the people here the most. I have been working in the financial industry for over 28 years, and I’ve never enjoyed my work more than I have at DWM.

What are your passions outside of work?

When I’m not in the office, you can often find me out sailing with my family. We have a boat that we take out to catch the salty Gulf breezes, and it is always a ton of fun to fish, watch the dolphins play in our wake, and plunder unsuspecting ships.

If you had your own talk show, who would your first three guests be?

I think it would have to be 4 people – Albert Einstein, Henry Kissinger, Mahatma Gandhi, and the Dalai Lama.

Stacy Goodrich

Operations Support

Stacy Goodrich

Operations Support

As Administrative Assistant and Receptionist, Stacy provides day-to-day staff support services for the Doyle Wealth team. Her previous work experience includes positions with the Internal Revenue Service in Lanham, Maryland, and the U.S. Department of State in Sydney, Australia. Stacy graduated from George Mason University with a Baccalaureate degree in Interpersonal Communication and Mediation.

During her free time, she enjoys spending time on, in, or under the water. She is a PADI SCUBA diving instructor as well as an ultra distance swimmer.

What do you love most about being part of Doyle Wealth Management?

Getting to know our clients! Because I don’t deal with the financial aspect of the business, my interaction with the clients tends to be a bit more relaxed. I get to hear about travel plans, grandkids, new cars – you name it. We have a very eclectic client base and I enjoy getting to know each and every one!

What’s one piece of advice you would give someone just starting out in investing?

It is never too early to start investing in yourself and your future. No matter what your budget constraints are, always pay yourself first and understand the importance of living within your means. Set aside some amount of money each paycheck (even if only a few dollars), and let that money work for you.

One goal that I’m saving for is….

A trip back to Australia for my husband and I. From 2006-2010 we lived in Sydney, Australia, and during those four years, we made so many lifelong friends and experienced so many magical moments. We hope to get back and visit for a month in 2019 to rekindle those friendships and experiences.

When people look at me, they would never guess that…

I have five wonderful, beautiful, perfect in every way grandchildren.

Kimberly Doss

Operations Support

Kimberly Doss

Operations Support

Kimberly Doss’ previous work experience includes over 7 years of administrative work. Her professional experience includes working in the healthcare industry and at the City of Gulfport Police Department as the Chief’s assistant. She holds a Bachelor of Science Degree in Health Service Administration from St. Petersburg College. Though seemingly rare these days, she is a local, having grown up in South Pasadena, Florida.

One goal that I’m saving for is…

A major goal I have is the ability to buy an RV or boat and travel everywhere I can when I have the means to. I think the sense of freedom and seeing so many great places would be fulfilling. I feel it’s important to experience as much as possible while you are still able to. I know it’s vital to start saving now!

What was your worst summer or part-time job?

My worst job was working at Twistee Treat on St. Pete Beach. It was my first job as a teenager. It sounded like a dream job at the time to work inside the big ice cream cone and be around tasty ice cream all day. I only lasted a few days when I realized I didn’t enjoy serving the ice cream in the heat as much as eating it. I also made the worst banana split I’ve ever seen. It just wasn’t the right career path for me.

What are your passions outside of work?

Outside of work I enjoy being outdoors. I have a special love for the ocean and can be found at the beach, boating, fishing and diving when I can. I have spent many past summers with my family vacationing in the Florida Keys during lobster season. I also have participated in running groups in downtown St. Pete which is a great way to get to know more people in the area! I also enjoy daily walks with my boxer, volunteering, camping, art, hiking and of course travelling to see new places.

  • McLean A. Baran

    Support Adviser

  • Juliette

    Chief Director of Tiny Tennis Balls

McLean A. Baran

Support Adviser

McLean A. Baran

Support Adviser

McLean Baran is a Support Adviser at Doyle Wealth Management. He assists in client relationship management, financial model construction, and improving business operations. Prior to joining the firm, McLean attended the Wharton School of Business at the University of Pennsylvania, where he earned his BS in Economics, concentrating in marketing and operations/information management. He brings a broad variety of work experience with him, including a Miami law firm, a Tampa marketing firm, and a New York investment firm.

What do you love most about being part of Doyle Wealth Management?

What’s great about a small company like DWM is that there are opportunities to learn and grow in many areas of the firm. My experience ranges from implementing exciting new technology initiatives, building financial planning tools, improving operational workflows, and assisting with financial research. It is a privilege to be able to work so closely with such experienced professionals.

What are your passions outside of work?

Outside of work, I love playing music. I started playing piano at five years old, and I have been playing music in some form ever since. I am currently playing banjo and bagpipes in an Irish bluegrass band. You might see me around town playing at a bar.

What’s the weirdest food you’ve ever eaten?

As many people in the office will tell you, I love food. The strangest food I’ve ever eaten would probably have to be minke whale. I ate it while on a trip to Iceland. It was kind of like steak – but much, much chewier. It kind of smelled fishy, though. I’d give it a 7 out of 10.

Juliette

Chief Director of Tiny Tennis Balls

Juliette

Chief Director of Tiny Tennis Balls

Juliette is Doyle Wealth Management’s Chief Director of Tiny Tennis Balls. She has 10 years of industry experience, and under her leadership no tiny tennis ball is left unguarded. Her skills include making friends with everyone and performing tricks for treats.

What do you love most about being part of Doyle Wealth Management?

Woof. Woof woof bark.

What’s one piece of advice you would give someone just starting out in investing?

Bow wow ruff. Grrr. Woof.

When people look at me, they would never guess that…

I am fluent in Portuguese.