Meet The Team

Our Team consists of passionate individuals who love what they do.

At the heart of this business is a team of dedicated professionals who are curious, passionate, and love to problem solve.

With members having experience in different spaces, we approach situations with a comprehensive perspective and pool our proficiency to best serve our clients every step of the way. We also work really well together.

Here are a few tidbits about us:

Passion and Dedication: Our team is driven by genuine passion. We love what we do and try to learn more and grow from it every day.
Client-Centered: Understanding our clients' and who they are as people is at the core of what we do. We strive to build strong, trusting relationships.
Collaborative Spirit: Working cohesively together is very important to us, as well as learning from each other.
We have two athletes on our team, Eric a national swim team member, and Al, who runs marathons casually as a hobby and can outpace all of us easily

Meet our Team

Meet Victoria

Victoria is an integral part of running this business as the client service professional.

She knows the ins and outs of managing client relationships, and always brings an optimistic approach, ready to assist in all aspects. She believes in the power of teamwork because “alone we can do so little: together we can do so much.” She has been working at the Private Client Group for over two years now, and outside of work you will find her spending time with her family and friends. As a Florida native, she loves a good beach day!

Meet Robert

Robert is a pivotal part of the team as the senior analysist and paraplanner.

Raised in Miami, Robert pursued his education at Florida International University before joining the Private Client Group, where he has been instrumental in driving its growth for the past nine years.

Beyond his professional endeavors, Robert has a diverse range of interests that enrich his life. He finds joy in outdoor activities such as hiking and gardening, while also indulging in more leisurely pursuits like photography and reading. His well-rounded nature makes him an exceptional team player, demonstrating his commitment to both his career and personal growth.

Meet Evangeline

Evangeline is a seasoned Certified Public Accountant with decades of experience in tax, accounting, advisory, and financial planning services. She began her career at just 13, working in her family’s accounting firm, which she later took over and expanded. Today, she specializes in helping small businesses navigate tax compliance, financial reporting, and strategic growth.

A dedicated community leader in St. Lucie, Evangeline is a founding member of the Executive Women’s Golf Association (EWGA), the Certified Fraud Examiners Association, and the Women in Business Networking Luncheon. She is also actively involved in philanthropic efforts, including the Triple Crown for the Cure, supporting breast cancer awareness.

Evangeline serves on the advisory council for Alzheimer’s Community Care and the finance board at John Carroll High School. Outside of work, she enjoys spending time with family, swimming, gardening, traveling, and relaxing at the beach.

Eric Veit

Eric plays an important role in the behind-the-scenes success of the business, focusing on the proposal and preparation stages that set the foundation for client discussions.

After going to the University of Delaware, Eric moved to south Florida to pursue his career. As a professional swimmer on the national team of Venezuela, Eric’s second office is the swimming pool. His lifelong passion for swimming continues to thrive as well as his professional ventures.

Meet Shireen

Shireen is our Marketing Director and a key member of making Al’s creative ideas come to life.

She focuses on client communications, content creation, and the Private Client Group’s branding. Earning her bachelor’s degree in marketing and management at Concordia University in Canada, she is happy to be back in the sunshine state.