Broker Check

Meet the Team

At our firm, we have the client—and the client's goals—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we believe we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why we want every client to have our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the various methods available to us.

Tom Halvorsen



Tom is an accomplished CERTIFIED FINANCIAL PLANNER™ professional, boasting 27 years of experience in the industry. His journey began in 1992 when he graduated from the University of Connecticut with a B.S. in Accounting, a solid foundation that shaped his career. During his time at UCONN, Tom was a valuable member of the varsity baseball team, contributing to their remarkable victory in the Big East title race of 1990.

Unfortunately, Tom's promising baseball career was cut short by an injury. Undeterred, he redirected his passion and efforts towards corporate accounting positions, gaining invaluable insights and knowledge along the way. In 1996, Tom made a significant move by joining Waddell & Reed, where he excelled and made a lasting impact.

Currently, Tom serves as the President of Wealth Bridge Financial Group, a testament to his leadership and dedication to providing exceptional financial planning services. Beyond his professional accomplishments, Tom is a devoted family man. His wife, Karen, also a University of Connecticut alumna, graduated with a B.S. in pharmacy in 1994.

Together, Tom and Karen reside in St. Petersburg, where they share a fulfilling life with their two children, Jack and Jessica.  In his well-deserved leisure time, Tom indulges his love for travel, creating unforgettable memories alongside his loved ones.

Patrick Gallagher


(727) 844-3232

Patrick Gallagher, a native of New Port Richey, Florida, is a Financial Advisor and the President of Wealth Bridge Financial Group. He graduated with an MBA from Florida Gulf Coast University in 2008 and holds licenses including the Series 7 and 66, as well as the 2-15 insurance license. He also holds the designation of  Certified Plan Fiduciary Advisor (CFPA) which is key to navigating the intricate world of retirement plans. Patrick's expertise in finance is matched by his commitment to guiding clients towards financial success.

Outside of his professional life, Patrick finds solace and enjoyment in various activities. He is happily married to Rachel, a Real Estate Broker, and they share the joys of parenthood with their son, Jaxson. Their household is completed by two dogs Cooper and Lexi.

During his leisure time, Patrick embraces his love for boating and fishing, finding tranquility on the water. He also values the company of friends, often gathering at the sandbar for relaxation and camaraderie. In addition, Patrick has a passion for travel, seeking new adventures and experiences that broaden his horizons.

Patrick Gallagher's dedication to his career, family, and personal interests showcases a well-rounded individual committed to both professional success and a fulfilling personal life.

Dan Ramsey

Vice President


Dan Ramsey, a CERTIFIED FINANCIAL PLANNER™ professional, is dedicated to providing comprehensive financial planning, investment strategies, and risk management solutions. With a passion for helping individuals and families achieve their financial goals, Dan's mission is to assist them in planning, preserving, and growing their net worth, enabling them to pursue their best lives with financial confidence.

Dan holds a degree in finance from the University of South Florida and earned his certification in financial planning through the University of Georgia, demonstrating his strong foundation in the field. As Vice President of Wealth Bridge Financial Group, he leverages his expertise to guide clients through the complexities of financial decision-making, offering tailored recommendations that align with their unique circumstances.

In addition to his professional pursuits, Dan finds joy in spending quality time with his beloved wife, Morgan, and his three children. He embraces outdoor activities such as fishing and golfing, which allow him to unwind and appreciate the beauty of nature.



Waddell & Reed is not affiliated with any other entities referenced. 08/20

Lindsey Kuklin

LPL Financial Advisor


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.


Waddell & Reed is not affiliated with any other entities referenced.  08/20

George Compton

LPL Financial Advisor


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.


Waddell & Reed is not affiliated with any other entities referenced.  Waddell & Reed does not offer tax or legal advice.  07/19

John Coakley

LPL Financial Advisor


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.



Diane Anfuso

Practice Manager


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 Gartino

Administrative Associate


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.

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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