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May Spotlight: Tobi Sanders

May Spotlight: Tobi Sanders

May 21, 2024

Meet Tobi Sanders

For May, we’re highlighting our beloved Director of Operations, Tobi Sanders! Tobi's journey with U-Vest® reflects a story of personal growth and commitment. Throughout her time here, she has shown remarkable dedication. Here’s some information to help you get to know her:

  • Early Career: Tobi graduated with an accounting degree from the University of South Florida and worked as an auditor for the first twelve years of her career.
  • Super-Mom Mode: Later, Tobi had her first child, Ryan, and three years later came her second, Allie. As they grew up, Tobi was a dedicated stay-at-home mom, volunteering at their school as a classroom volunteer, PTA Treasurer, and PTA President. She also spent many hours volunteering as a swim mom for 15 years!
  • Along Came U-Vest®: Ten years ago, she began her second career in the financial services industry at Waddell & Reed and transitioned to LPL when they acquired W&R. Dustin, whom Tobi worked with at W&R, invited her to join him at LPL, and she happily accepted!

In her free time, she enjoys moments with loved ones, playing golf, yoga, and pickleball, and cherishes beach outings. Lately, her priorities have been home renovations and her daughter’s wedding, so she eagerly anticipates an upcoming trip to Vegas. Recent travels have taken her to Chicago for a wedding, with plans for a summer excursion to Nashville. One of her favorite memories is celebrating her 60th birthday in Hawaii, where she learned to surf. This fall, she and her husband Paul, a teaching golf professional, will celebrate their 32nd wedding anniversary.

New Office Location: Odessa/Northwest Tampa, Florida

If you’re in or near Northwest Tampa, contact us to schedule a meeting and check out our newest location: 16703 Early Riser Avenue, Suite 247, Odessa, FL 34638!

Introducing Allie Winchester, Financial Advisor!

We’re thrilled to announce that Allie Winchester is now a licensed financial advisor with U-Vest® Financial, headquartered at our St. Pete Office. Contact us today to schedule a meeting with Allie to discuss your financial needs!

Dustin Johnson, CFP®, ChFC®, to Attend LPL’s Semi-Annual Ambassador Council Meeting

Later this month, Dustin will attend the LPL Financial semi-annual Ambassador Council meeting in Austin, TX, joining peers to discuss strategic and business-specific topics with key executives. Chosen from nearly 23,000 advisors nationwide, Dustin is one of 60 council members representing LPL's advisor community. Members of the Council serve as advocates for advisors, offering industry expertise, feedback, and support, and they contribute year-round to ensure advisor perspectives are considered in LPL's decision-making processes.

U-Vest® Financial x The Summit East Conference

Dustin Johnson, CFP®, ChFC®, was recently selected as one of six presenters for breakout sessions at the Summit East Conference this month. The Summit East Conference is a gathering of the top 1% of Financial Advisors within LPL Financial’s extensive ecosystem of 22,000 advisors. While there, he gave a presentation titled “Enhancing your Client Service Model.” Throughout the event, he had the opportunity to engage with key LPL executives, including CEO Dan Arnold, CFO Matt Audette, and Managing Director and Chief Technology and Information Officer Greg Gates. There were various breakout sessions covering topics such as Business Continuity & Next Generation Development, Firm Structure & Compensation, High Net-Worth Solutions, Tech Stack, and Marketing & Brand Development. Additionally, the conference attendees collaborated in assembling over 400 "Hygiene Bags" for homeless veterans, showcasing the commitment of participants to support charitable causes.

Special Dates in June:

  • June is National Homeowners Month
  • June is National Men's Health Month
  • June 2-8 - Healthcare Executives Appreciation Week
  • June 14 - Flag Day
  • June 16 - Father's Day
  • June 19 - Juneteenth
  • June 20 - First Day of Summer
  • June 28 - National Insurance Awareness Day
  • June 30 - FAFSA Deadline

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