Our co-founder and forty-year veteran of financial services. Tom Uhler’s long history of Southwest Florida community service he has been recognized by organizations such as Lee County Business Hall of Fame, Sanibel-Captiva Chamber of Commerce, Susquehanna University, and the Invest in Others Charitable Foundation.
In 2018 he received the Nonprofit Board Leader Award from the Cape Coral Community Foundation. Tom has held a variety of leadership positions with area nonprofits, board chair and co-chair for the United Way of Lee, Hendry, Glades and Okeechobee Counties and board chair of the Southwest Florida Symphony.
As a survivor of cancer and heart disease he has volunteered for organizations that deal with both. Tom chaired and then co-chaired the Lee County Heart Ball with his wife Linda and currently serves as treasurer of the Florida Cancer Specialists Foundation.
A resident of Sanibel Island since 1977, Tom is a member and past president of the Kiwanis Club of Sanibel-Captiva Islands. Tom is an Eagle Scout and a life member of the National Eagle Scout Association.
Tom’s longtime interest in food and wine led to an appreciation of the wine lover’s most important tool, the corkscrew. He has collected these for 40 years and is a member of the International Correspondence of Corkscrew Addicts and the Canadian Corkscrew Collectors Club.
This ranking is not based on any way on the individual’s abilities in regards to providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Raymond James is not affiliated with Uhler Vertich White Advisors.
|KELLY JELENCHICK, OPERATIONS & OFFICE MANAGER
Kelly provides top-level financial planning services to clients, with 30+ years of experience in the financial industry. She worked with Wells Fargo Asset Management and Strong Investments prior to joining Uhler Vertich White Advisors. She holds Series 7, 24, 65, and 63 FINRA licenses, and is also licensed by the State of Florida Department of Insurance for Life, Variable Annuity, and Health Insurance.
A graduate of the University of Wisconsin-Whitewater, Kelly is a native of Milwaukee, Wisconsin. She and her husband, Charlie, moved to Cape Coral in 2016. They have three adult children who reside in Chattanooga and Nashville. She enjoys kayaking, watching movies, reading, and trying new restaurants, and making frequent visits to Tennessee.
Kelly is passionate about helping clients. She takes the time to understand their individual needs and circumstances and is committed to providing the highest level of service.
|REBECCA J. PARDUE, DIRECTOR OF FIRST IMPRESSIONS
Becky is an Indiana native. She worked in Stuart, Sarasota and LaGrange, Georgia, before relocating to Cape Coral in 2010.
Becky’s strong office skills and extensive administrative experience include 16 years in trust and estate administration. In addition to client communications and hospitality, she generates reports, coordinates event reservations and conducts front desk services.
She has three children, 11 grandchildren, and two great-grandchildren. Becky and her husband, Pete, are active in their church and enjoy Southwest Florida’s beaches and antiquing excursions on the weekends.
|GARY J. GESTON, PLANNING ASSISTANT
Gary brings over two decades of financial experience to Scott White Advisors, including financial management positions with J.P. Morgan Chase and Phillips Medical Systems.
As the practice’s Planning Assistant, Gary provides portfolio reporting and operational support. He has an undergraduate accounting degree from Miami University of Ohio and a Master’s in Business Administration from John Carroll University.
Gary relocated to Southwest Florida in 2013 from Ohio and lives in Cape Coral.
|JANELLE M. LEWIS, CLIENT SERVICE & PLANNING ASSISTANT
With 15 years of experience in the financial services industry, Janelle responds to the administrative needs of clients and helps prepare financial planning documents and account review information. She holds Series 7 and 63 FINRA licenses.
Janelle is a magna cum laude graduate of the State University of New York at Potsdam, where she majored in speech communication and minored in pre-law. She is originally from Tupper Lake, New York, in the Adirondack Mountains, and lives in Fort Myers, where she enjoys spending time with her daughter hiking, kayaking, boating and camping. An amateur photographer, Janelle also dabbles in furniture reclamation projects.
Client interaction tops Janelle’s list of the most enjoyable aspect of work at Scott White Advisors. She appreciates opportunities to assist clients with their financial needs.
|BRYAN FIORE, CHIEF OPERATING OFFICER & BRANCH MANAGER
Bryan is a seasoned professional with nearly 30 years of experience in the financial services industry. As our Chief Operating Officer and Branch Manager, he brings a wealth of knowledge and expertise to our organization. Bryan is deeply passionate about the challenges and intricacies of the financial markets, finding immense satisfaction in the day-to-day operations of a financial services business. His unwavering commitment to delivering the highest level of service to our staff and clients sets him apart. He holds the series 7,24,63,66 FINRA licenses as well as the CRPC ® Chartered Retirement Planning Counselor and CSRIC™ Chartered SRI Counselor certifications.
After graduating from Florida State University with a degree in Physics, Bryan’s thirst for knowledge has never ceased. He remains a curious and dedicated lifelong learner, constantly staying informed about the latest industry trends and developments.
Bryan’s diverse background reflects his upbringing in a military family, having lived in various locations across the United States and Germany. However, his roots firmly took hold in Florida after college, and he has proudly called Southwest Florida his home since 2002.
Beyond his professional achievements, Bryan actively engages in community service and fosters a love for sports. For many years, he has dedicated his time to coaching competitive youth soccer, nurturing young talent on and off the field. Additionally, Bryan has served as a valued board member of the Southwest Florida YMCA. Outside of work, you can find him engaging in various activities with his beloved family and friends, including golf, biking, walking, running, soccer, and swimming. His wife Rhonda and children Landen and Mckenna are his constant companions in these adventures.
|DARLENE MAYHAK, PLANNING ASSISTANT & CLIENT SERVICES ASSOCIATE
Darlene has four years’ experience in the financial services industry, is extremely dedicated to the care of clients and has the maturity and good humor to enjoy every day of service. She has served on a number of charitable boards including the Glencoe Foundation, Evergreen Park and Recreation Foundation and on the boards of Gift of Adoption in both Chicago and Denver.
Darlene is a graduate of Taylor University in Upland, Indiana and has two children. As a Michigan native, and after several years of living in snowy Colorado, she is enjoying the Florida lifestyle with her two children. She appreciates the sunshine, open waters and natural beauty of our area and takes every opportunity to get outdoors. She enjoys Pilates, yoga, reading, and water activities.
|Check the background of this firm on FINRA’s BrokerCheck
Raymond James is not affiliated with any of the above names organizations and/or charitable causes.