Board of Advisors

David Fink, President
Lifestyle Freedom

Kent Lane, Vice President
Synovus Bank

Garrett Shinn, Past President
Carr Riggs & Ingram 

Amanda Tullidge
Blalock Walters, P.A.

Lori Ruth
The Observer

Andy Guz
Lakewood Ranch Medical Center

Nicole Ryskamp
Michael Saunders

Caroline Mantone
The Knot

Kelly Gilliland
Horizon Mortgage Company

Bryan Boudreaux
The Bank of Tampa

David Fink, CFA, CFP
Lead Advisor, Lifestyle Freedom

David has been involved in the financial services industry for over 25 years. During his tenure, he has worked with some of the world’s largest investors as well as people just trying to figure things out; he has bought, operated and sold businesses, so he knows the struggles and rewards business owners face; and he has been involved in both commercial and residential investment real estate. He has helped his clients not only with their investments, but with tax, estate, creditor, business and a variety of other issues. Most importantly, he has become a resource that his clients have been able to turn to so that they can delegate their financial concerns and focus on making the most out of actually living their lives.

David has authored articles for Investopedia as well as a number of other publications. David has a BS in Mathematics and an MBA from the University of Florida. He holds the Chartered Financial Analyst® designation and a CFP® credential.

David and his wife Debbie live in Sarasota, Florida. During their free time, they enjoy traveling with friends and family and spending time with their four-legged family (3 dogs and too many horses to count).

 

Garrett Shinn HSGarrett Shinn
Partner, Carr Riggs & Ingram

Garrett earned his B.S., and his fifth year of accounting, from the University of South Florida.  He is a licensed Certified Public Accountant practicing in both tax and audit planning and consulting.

He is a member of the American Institute of Certified Public Accountants (AICPA) and the Florida Institute of Certified Public Accountants (FICPA).
Garrett is married to Janel, a teacher at Palmetto High School and registered nurse. They reside in Lakewood Ranch.

 

 

Amanda TullidgeAmanda Tullidge
Attorney at Blalock Walters, P.A.

Amanda  hails from Wisconsin, but moved to the Lakewood Ranch area in 2002. Amanda attended high school at Cardinal Mooney in Sarasota and obtained her undergraduate degree in English at the University of Florida. She graduated as a valedictorian of the College of Liberal Arts & Sciences while also being active in Alpha Chi Omega sorority and UF Student Government. Amanda completed her education at the University of Florida Levin College of Law, serving as a Notes & Comments Editor for The Florida Law Review and graduating Order of the Coif.

Amanda joined the law firm of Blalock Walters, Manatee County’s oldest and largest law firm, in 2013. She practices in commercial and residential real estate law, with a focus on commercial leasing, commercial transactions, and residential real estate. She is also a licensed Florida real estate agent.

Amanda co-founded Cheers for Charity, the sixth women’s giving circle under the Lakewood Ranch Community Foundation. Composed of nearly twenty young professional women, the circle is dedicated to supporting local charities through personal donations and public fundraising. She has served on the LWRCF’s Grants Committee for the past two years and is thrilled to join the Board of Directors. Amanda also serves on the Board of Directors for the Manatee County Young Lawyers Division.