Bio
As Insurance Operations Manager and Client Services Coordinator at MDL Wealth Management, Sheila teams with our advisors to provide exceptional, personalized client care and assists in the selection of appropriate life, health and ancillary benefit options for individuals and employer groups. She also oversees client communications, provides management and organization of the office environment, and creates digital and printed material to enhance the firm’s professional image.
Sheila brings over twelve years of experience in the insurance industry, where she worked as a claims adjuster before leaving the work force to raise her children. She and her husband Juan have two grown sons and live in Tampa. She enjoys reading, home design and traveling.
Mike Brown
Financial Advisor, Partner
Kathleen Barlow
Financial Advisor, Managing Director
Melissa Clark
Director of Planning
Angela Lessor CDFA® CFP®
Financial Advisor
Mark Newfield CFP® & RICP®
Financial Advisor & Managing Director
Brett Agnew CFP®
Financial Advisor
Kristin Bartlow CFP®, CLU®, RICP®, CHFC®, WMCP®
Financial Advisor, Managing Director
Laurie Adams RICP®
Financial Advisor, Managing Director