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Meet Our Team

Meet Our Team

At Success Wealth Management, our Mission is to make a significant impact on our clients’ financial lives through education, communication, and service that exceeds their expectations

 

Jorge I. Blanco is the Founder and President of Success Wealth Management, a comprehensive wealth management firm based in Tampa, FL. Due to Jorge’s commitment to personalized client service, Success Wealth Management has grown

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Laura Werneke

Office Coordinator

Responsibilities: Primary responsibility is to provide administrative support as well as act as the initial point of contact providing concierge service for guests at the IFP office. I address callers issues, questions or concerns they...

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Aaron Gilman, CFA®, CFP®

Chief Investment Officer

Responsibilities: Serves as the Chief Investment Officer for Independent Financial Partners and President of IFP Asset Management. Conducting analytical research and due diligence for all investment types, portfolio analysis and...

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Sarah Taylor, AIF®

Senior Compliance Analyst

I began mycareer in the financial industry in 1998 working with Hewitt Associates as a Benefits Representative specializing in Retirement Plans. In 2000 I moved to an Account Manager position with SunTrust Retirement Services, where I...

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Peter Nunley, CFA®

Director of Asset Management

Started in the financial industry in 2009 in Goldman Sachs’ Investment Banking Operations department in New York City. More recently, served as a Business Analyst for Citigroup’s global custody business in Tampa, Florida....

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Richard Richmond

Director, Advisor Relations

Responsibilities: As one of IFP’s Relationship Managers, my primary responsibility is to serve as the liaison and front-line point of contact for all of our advisors and associates affiliated with IFP. In this capacity we will...

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Linda Christina, CMFC®

Director of Advisory Compliance

Responsibilities: Responsible for the overall RIA Compliance program and creating and maintaining a “Culture of Compliance” for the firm. Manages a team of highly effective compliance professionals that are responsible for...

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