Tom is a CERTIFIED FINANCIAL PLANNER™ professional with 23 years of industry experience.  In 1992, Tom graduated from the University of Connecticut with a B.S. in Accounting.  While at UCONN, Tom was a member of the varsity baseball team that won a Big East title in 1990.  After his career was cut short by injury, Tom worked in various corporate accounting positions before joining Waddell & Reed in 1996. He currently serves as President of Wealth Bridge Financial Group. His wife Karen also attended the University of Connecticut and graduated in 1994 with a B.S. in pharmacy.  They live in St. Petersburg with their two teenage children Jack & Jessica. In his spare time, Tom loves to travel with his family and is very involved with youth sports in St. Petersburg. 

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Patrick Gallagher was born and raised in New Port Richey Florida. After attending Florida Gulf Coast University and graduating in 2008 with his MBA, he started his career as a Financial Advisor. He currently serves as President of Wealth Bridge Financial Group. He has his Series 7 and 66, as well as the 2-15 insurance license. Patrick is married to Rachel a Real Estate Broker, they have a son Jaxson, 2 dogs and a cat. When Patrick is not working he enjoys spending time on his boat fishing, hanging out with friends at the sandbar and traveling.

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Dan Ramsey, a CERTIFIED FINANCIAL PLANNER™ professional, focuses on financial planning, investments, and risk management.  His mission is to help people plan, preserve, and grow their net worth so that they can pursue the best life possible with the money they have. He graduated from the University of South Florida with a degree in finance. He currently serves as Vice President of Wealth Bridge Financial Group. Dan is married to his wonderful wife Morgan and has three children. He enjoys fishing, golfing, and spending time with his family.    

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Lindsey was born and raised in Florida and graduated from the University of South Florida with a bachelors in Economics. She began her career in the financial services industry in 2013 and brings a wealth of knowledge and experience from both the wholesale and retail side of the industry. She holds her Series 7, 63 and 66 licenses with LPL FInancial as well as the 2-15 insurance license. Lindsey lives in Trinity and when she is not working, enjoys traveling and spending time with her son Ace.

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George joined our group in 2016, bringing 24 years of experience in the financial services industry and tax background. While he has helped many clients with wealth accumulation and wealth management, he feels his greatest accomplishment is helping those clients leave a legacy. George has helped many clients looking to give back through their church, a school they attended or charity that is near and dear to them. After earning his Bachelors in Accounting from Jacksonville State University, he moved to Louisiana to work for a boutique public accounting firm. George holds Series 7, Series 24, Series 63, Series 66 with LPL Financial and Florida Health, Life and Variable Annuity licenses.

George and his wife have two grown children that live in the area, also. When he is not working, George and Ivette are usually engaged in some outdoor activity, preferably cycling.

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John Coakley has over 20 years of experience in the financial services industry. He has held many management positions including District Manager, Division Manager, Managing Principal and most recently transitioned from a position as a Complex Manager for the New England Complex for Waddell & Reed. He is currently enjoying his role as a Financial Advisor working with his many clients he has serviced for many years. He is married to his wife of 39 years, Mimi and has two children, Kim and Kevin and one grandchild, Clara.

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Diane Anfuso has been in the banking/finance industry since 1985. While in the banking industry she decided to expand her knowledge in the finance industry and began working as an assistant for a financial advisor. Diane has over 25 years experience in office management and customer service. In 2015 she obtained her Series 7 license. She currently resides in Spring Hill with her boyfriend Danny of 26 years. In her spare time she enjoys reading, sewing and crafts, relaxing by her pool and spending time with her family.

_{Diane acts as a non-registered associated person of Waddell & Reed, Inc.  She is authorized to assist Advisors with Waddell & Reed with approved activities. She is prohibited from soliciting, creating a market or account for any securities, investment advisory or insurance services.  These activities are the sole responsibility of the Advisors she supports.  In addition she is not authorized to enter into any contractual obligations on behalf of Waddell & Reed, Inc. or otherwise bind the firm.  07/19}

Jordan has been working in the financial services industry since 2016. She worked full-time in the industry while attending Pasco Hernando State College where she received a Bachelor in Science in Business. In her early career, Jordan handled the tax practice and financial associate tasks, paving her way to Wealth Bridge Financial Group. In her free time, she enjoys reading and being outdoors, but nothing makes her happier than going on adventures with her golden doodle Benni.