Broker Check

Our Team

Bret Smith, ChFC®, CLU®, CFP®, MSFS

CEO & Co-Founder

Bret is a CERTIFIED FINANCIAL PLANNER™ practitioner. From 2000-2013 Bret was an adjunct professor at the University of South Florida, teaching Risk Management for the Financial Planner Certificate course. Bret graduated from the...
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Rick Smith

President & Co-Founder

Rick is the President of West Coast Financial Group. Rick graduated from the University of South Florida with a BA in Business in 1982. Rick lives in Land O Lakes, with his wife Jane. They have three grown daughters. Rick enjoys...
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William "Dave" Wolcott, CFP®

Financial Planner

Dave is a CERTIFIED FINANCIAL PLANNER™ practitioner. Dave joined us at West Coast Financial Group in 2004, coming to us from T. Rowe Price, with several years of experience in investment planning, and servicing accounts of high...
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Jesse Smith

Financial Advisor

Jesse grew up just north of Tampa in the great town of Lutz, FL. He got his business degree from the University of South Florida, and then a masters degree from Southeastern Seminary in Raleigh, NC. He married Kourtney, a beautiful...

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Charles Lewandowski, CFP®

Financial Planner

Chuck joined West Coast Financial Group in 2003. He previously had worked at Raymond James. Chuck specializes in retirement plans and insurance solutions for small businesses and professionals. Chuck and his wife Lois live in Tampa....
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Christian Isaly

Financial Advisor

Christian joined West Coast Financial Group in 2000, after spending the previous 7 years as an independent advisor. Christian works with teachers in Hillsborough, Pasco, and Pinellas counties. Christian resides in New Port Richey with...

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Wesley Adwell

Financial Advisor

Wes has worked with West Coast Financial Group, Inc. since 2011. Wes is also currently employed as a Fire Captain with Tampa Fire Rescue. He’s also served as a fiduciary on the Board of Trustees of the City of Tampa’s Fire...
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John Hoke

Financial Advisor

John Hoke has been an agent with West Coast for over 25 years and has been in the business since 1983. John currently uses his 30 plus years of experience in conducting Social Security and Florida Retirement workshops. John resides in...

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Richard Sharpe

Financial Advisor

Richard started working with West Coast in 2015 after working as an independent advisor for the previous 6 years. Richard works with teachers in Hillsborough and Pasco counties, and also charter schools. Richard graduated from Florida...

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Ricky Black

Financial Advisor

Rick has been a personal lines insurance and retirement specialist for more than 30 years. Formerly agency principle of Rick Black Insurance LLC, he has been helping his clients with their personal risk management since 1984. Married...

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Angela Miller

Financial Advisor

Angela moved to Florida in 2010 from Michigan where she earned a Bachelor of Arts degree from Siena Heights University. She began her financial career with Suncoast Trust and Investment Services as a Sales Assistant.. She enjoys...
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Matt Graham

Financial Advisor

Matt grew up just north of Tampa in Odessa, FL. He received his Bachelors of Liberal Arts from the University of Florida. He was a teacher in north east Florida prior to joining West Coast Financial. Matt is passionate about helping...

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Lee Harris

Financial Advisor

Lee's knowledge is in the 403(b) marketplace. He joined West Coast Financial Group in 2002. He has over 25 years experience in investing. Lee is a member of Faith Presbyterian Church in Seminole, FL and resides in St. Petersburg with...
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Steve Dalfino

Paraplanner

Steve Dalfino has worked for West Coast Financial Group, Inc. since 2004 as a Paraplanner to Rick and Bret Smith. His background includes Securities Trading as well as having previously worked for T. Rowe Price. He has a Business...

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Kim Cox

Compliance Specialist

Kim has 16+ years experience in the Financial industry. She received her MBA from Baker University in Overland Park, KS. Kim lives in Land O Lakes, FL. with her husband and two children. Kim enjoys watching her daughter do gymnastics...

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Lissa Ferrell

Administrative Assistant

Lissa lives in Lutz with her husband, Jeff. They have three adult children. Lissa worked at Verizon Data Services before taking a break to raise her family. In her 19 years at Verizon, she held various positions in Accounting, Human...

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Amy Quandt

Receptionist

Amy lives in Land O' Lakes with her husband, Tommy, and their four children. Prior to joining WCFG Amy kept herself busy as a stay at home Mom. She enjoys spending time with her family, traveling, and watching her kid play sports. Amy...
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Debbie Carmack

Administrative Assistant

Debbie lives in Brandon with her husband Dennis, and is the mother of 3, and grandma of 4. She started her professional career working in the banking industry for over 10 years. Before coming to WCFG, she and her husband owned and...

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Susan Johnson

Administrative Assistant

Originally from Indiana, Susan has called Clearwater, Florida her home for over 20 years. Prior to joining WCFG, Susan worked in Financial Services & Investments for over 10 years. Susan and her husband, Kirk, have two adult children...

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