Meet Our Team

“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...

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...

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,...

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...

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...

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....