Before founding Gulfstream Financial, Scott spent 18 years in the financial services industry. He has seen the business from many different angles, he has extensive experience in financial planning, retirement planning, investment management, insurance and spent years working for the financial services arm of a regional bank. Gulfstream is the product of that diversity, and we seek to incorporate the best of each of those delivery systems into our process and eliminate inefficiencies. Scott has continually sought to deepen his knowledge, having acquired a Chartered Retirement Planning Counselor designation, an Accredited Asset Management Specialist designation and a Certified Plan Fiduciary Advisor designation. In addition to providing financial planning advice to his clientele, he spends his professional time serving as the President of Gulfstream Financial.

Outside of the office, Scott is active in his community, serving as the President of the Christmas Bike Program and as a member of the Rotary Club of Winter Springs. He enjoys spending time with his wife and two sons and attending their basketball, soccer and Karate tournaments.

CRPC conferred by College for Financial Planning.

Jose has been in the financial services industry since 2006. Throughout his career, he has helped his clients pursue their goals by crafting customized financial plans and by employing a disciplined approach to investing. When constructing client portfolios, he believes in utilizing a wide variety of investment vehicles and avoiding proprietary products. Jose has extensive experience in creating tailored strategies for clients who are looking to generate income and help preserve their investment portfolios.  

Jose is a native Floridian and is a graduate of the University of Central Florida where he received a degree in Liberal Studies.  On his time off he enjoys spending time with his family and friends and is a passionate Sports fan.  Jose is active in his community and enjoys working with several different charitable organizations and currently serves on the Board of Backpacks from the Heart. 

Roberta has been in the financial services business for 46 years. Her passion has always been on the client service side of the business. She brings a wealth of knowledge and experience to the team. She grew up in Rhode Island and relocated to Florida 16 years ago to pursue new opportunities. She loves sports, especially baseball and football. In her spare time she enjoys listening to music and reading and spending time with her two dogs, Cody and Abby.