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.
Cody Capobianco
Investment Analyst
Ryan Simpson
Investment Operations Manager
Amanda Pasquale
Investment Operations Manager
Jason Sangekar CFA®
Managing Director, Capital Markets
Erin Moeller
Chief of Staff
Charles Britton
Strategic Partner & Advisor
Penny Phillips
President, Partner
Mark Lebida CFA®
Managing Director, Investments