941.500.5122

AKSALA Wealth Advisors 

Evan R. Guido

Evan R. Guido
President,
Senior Wealth Advisor

941.500.5121

Jamie Zinkhan

Jamie Zinkhan
Operations Director

941.500.5120

Tina Esposito

Tina Esposito
Director of First Impressions

Director of First Impressions

941-500-5122

Emma Mooring

Emma Mooring
Client Onboarding Specialist

Client Onboarding Specialist

941-500-5122

Jamie Nail

Jamie Nail
Client Onboarding Specialist

Client Onboarding Specialist

941-500-5122

Justin Daley, CFP®

Justin Daley, CFP®
Senior Wealth Advisor

941.500.5122

Miguel Ortigao

Miguel Ortigao, CFP®
Tax Partnerships
Senior Wealth Advisor

941-500-5122

Ty McCormack, CFP®

Ty McCormack, CFP® 
Senior Wealth Advisor

941.500.5122

Michael Partee CFP®

Michael Partee CFP®
Senior Wealth Advisor

Senior Wealth Advisor

941-500-5122

David Shugol

David Shugol, CLU
Senior Wealth Advisor

Senior Wealth Advisor

(941)-500-5122

Steven Kitchen

Steven Kitchen
Senior Relationship Manager

Senior Relationship Manager

941-500-5122

Cody Poepperling

Cody Poepperling
Senior Relationship Manager

Senior Relationship Manager

941-500-5122

Strategic Partners

Shauntelle Hoffman, CPA, CAA

Shauntelle Hoffman, CPA, CAA
Port Charlotte, Florida

Brent J. Myers

Brent J. Myers, CPA
Sarasota, FL

Doug Zandstra

Doug Zandstra, CPA, CFE
Lakewood Ranch, FL

Vernon Hargrave, E.A.

Vernon Hargrave, E.A. 
Orlando, FL

Craig Couture

Craig Couture, CPA 
Marco Island, Florida

William E. Jones, EA, CPA, PFS

William E. Jones, EA, CPA, PFS 
Tallahassee, FL

Bob Schlumberger, E.A.

Bob Schlumberger, E.A.
Crystal River, Florida

Ronald Pellek, CPA

Ronald Pellek, CPA
Myrtle Beach, SC

Kevin Cross

Kevin Cross, CPA
Rosswell, Georgia

David Linger, CPA

David Linger, CPA, PFS
Neptune Beach, Florida

Kathleen Donnelly, CFP®, AIF®, ChFC

Kathleen Donnelly, CFP®, AIF®, ChFC
Life Insurance / Long Term Care Specialist

Carrie Calloway, Collateral Lines Lending

Carrie Calloway, Collateral Lines Lending

Patrick Smith, PLLC

Patrick Smith, PLLC
Estate Planning

Lakewood Ranch Office

Lakewood Ranch Office

6260 Lake Osprey Dr.

Lakewood Ranch, FL 34240


Phone: 941.500.5122

Mon-Fri: 9:00 AM - 5:00 PM

Sat-Sun: By Appointment