Broker Check

Meet Our Team

Gary S. Roberson, CFP®

Certified Financial Planner

(803) 790-1677

(803) 790-1831

[email protected]

“As a seasoned professional, I have learned that with life come many challenges. Over the years I have found myself working with more and more people who are transitioning through difficult times in their lives. Often they are...

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Melba Dorton

Client Relations, Compliance & Operations Manager

(803) 790-1677

(803) 790-1831

[email protected]

Melba Dorton joined Investment House on Forest, Inc in June 2012 as a client communications coordinator. She was promoted to office manager in January of 2013. Melba works with Gary in coordinating client activities, customer service...

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Judy Fowler

Director of Marketing and Process Management

(803) 790-1677

(803) 790-1831

[email protected]

Judy Fowler joined Investment House on Forest, Inc in June 2013 as an Administrative Assistant. She is responsible for preparing and processing our client’s new accounts paperwork and oversees our paperless office. Previously,...

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Mike Rees

OSJ Manager

727-896-8166

727-896-7916

[email protected]

Michael (Mike) Rees is the owner of Bay View Capital Advisory Group, Inc. in St. Petersburg, FL and has over 30 years of experience in the financial services industry. Although Mike still works with a few select clients, his primary...

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Sean Rees

Operations Manager

727-896-8166

727-896-7916

[email protected]

Sean has been working in Bay View Capital Advisory Group, Inc. off and on since middle school. Now full time, he is in charge of the transition process, the internship program, and the advertising review process. He is licensed to sell...

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Tina Boeving

Principal Support

727-302-1153

727-896-7916

[email protected]

Tina has worked with Bay View Capital Advisory Group, Inc. for 16 years. She started as administrative assistant maintaining documents and records. She obtained her Series 7 license so she could provide a greater client support role....

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