About Us
Our Story
Through Lincoln Investment, a full-service provider that has offered financial solutions for over 50 years, our Financial Professionals offer a wide variety of products to our clients with personalized service and attention. Our Financial Professionals help make investing easier to understand. They provide investment solutions for retirement, education savings plans, insurance needs, income generation and professional portfolio management.
Our advisors' history in the investment industry provides our clients with access to valuable experience. Having a Financial Professional means you have help from someone concerned with your specific goals and who can assist in drafting a plan that is suited to your needs.
We foster an atmosphere of innovation, which means we constantly seek to improve our clients' experience with investing. We provide you with the tools you need to easily access account information.
Why work with a Financial Professional?
Any investor, of any account size, can benefit from the guidance of a Financial Professional. Forming a partnership with a trusted Financial Professional can help investors to navigate the complex financial markets. Whether you are a beginner or have experience in the industry, The advisors at Suncoast Wealth Solutions, Inc. can help.
We believe crafting an investment strategy is a team effort. Our Financial Professionals have the skills, knowledge and experience to guide you in creating and implementing an effective plan designed to reflect your unique investment goals. He or she will help you determine your risk tolerance, time horizon and investment objectives, as well as help you choose the appropriate options to help you. Your Financial Professional can meet with you periodically to review your needs and discuss any changes in your financial objectives or situation to help you remain on track as your plan progresses.
Our Team
Steven Fisher, CFP®
President
Registered Principal
CERTIFIED FINANCIAL PLANNER® Professional
42 Years of experience in the financial services industry
Registered in AL, AZ, CA, CO, DC, DE, FL, GA, IL, IN, LA, MD, MI, MS, NC, NM, NV, NY, OH, OR, SC, TX, VA
Professional Qualifications
- CERTIFIED FINANCIAL PLANNER® professional
- Bachelor of Science, Business Administration, Univ. of Florida
Series 7, 24
Personal Information
- Married 40 years to Dawn
- 3 daughters: Mallory, Brittany, Kirstie
- 6 grandkids
Stephen "Patrick" Fallon, CFP®, CRC®
Vice-President
CERTIFIED FINANCIAL PLANNER® Professional
Certified Retirement Counselor ®
24 Years of experience in the financial services industry
Registered in AZ, CA, CO, FL, GA, KY, MA, MD, NC, NV, PA, TX, UT, VA, VT
Professional Qualifications
- B.S. University of Tampa
- CERTIFIED FINANCIAL PLANNER® professional
- Certified Retirement Counselor®
- FINRA Series 6, 7, 63
- Investment Adviser Representative
Specialty Services
- Estate Planning
- Financial Planning
- Life Insurance
- Insurance Planning
- 403(b) Plans
- 401(k)
- IRA
- Long Term Care Insurance
Lee Barnard, CRC®, CWS®
Vice-President
Registered Representative
Certified Retirement Counselor ®
23 Years of Experience in the financial services industry
Registered in FL, GA, LA, MS, SC, TX, WI
My Mission Statement
- Assisting families in designing a strategic financial plan to guide them through their life's journey.
As a Certified Wealth Strategist®, I get the opportunity to walk with my clients through the different stages of their life's journey, from birth to death, and provide them with the tools and information they need to make wise, sound, and lasting family decisions.
Professional Qualifications
- B.S. Recreation Administration - Texas State University
- M.Div. Southwestern Baptist Theological Seminar
- Certified Retirement Counselor®
- Professional Registrations: Series 6, 26, 63, 65
- Certified Wealth Strategist® (CWS®)
Specialty Services
- Retirement Planning
- Education Planning
- Insurance Planning
Personal Information
- Married to Dawn Elizabeth Barnard
- Two sons: Landry and Langston
Lee Barnard is the Vice President of Suncoast Wealth Solutions and a Registered Representative with Lincoln Investment. He helps individuals and families make confident financial decisions through personalized financial planning, investment management, and retirement strategies. Lee takes a relationship-focused approach, listening carefully and creating plans that align with each client’s goals and values. Passionate about helping people achieve lasting financial security, he values trust, clarity, and long-term success in every partnership. Outside of work, Lee is an active member of his local church and a devoted Texas Longhorns fan who enjoys spending time with family and friends. Lee has been married to his wife, Dawn, for more than 35 years and has two incredible, strapping boys!
Charles S. Campana
Registered Representative
Financial Representative
35+ Years of experience in the financial services industry
Professional Qualifications
- Registered Investment Adviser Representative
- FINRA Series 6, 63, 65 Registrations
- Life, Health & Variable Annuity Agent (215)
- U.S. Army Veteran
George Goodroe, CFP®
Registered Representative
CERTIFIED FINANCIAL PLANNER® Professional
24 Years of experience in the financial services industry
Registered in AR, AZ, CA, FL, GA, KY, NC, OH, PA, SC, TX, UT, VI
Professional Qualifications
- CERTIFIED FINANCIAL PLANNER® Professional since 2001
- Series 6 - Investment Company Products/Variable Representative Principle Examination
- Series 63 - Uniform Agent State Law Examination
- Life Underwriter Training Council Fellow since 1994
Specialty Services
- Retirement Planning
- Long Term Care
- Life Insurance
- Annuities
- Small Business Retirement Plans
- 401(k) Rollover Consultations
Personal Information
George Goodroe, CFP®, has been helping individuals, families, and business owners achieve financial clarity since 1982. With over four decades of experience in financial services, George brings deep expertise, steady guidance, and a genuine commitment to his clients’ success. He takes pride in building lasting relationships and creating personalized plans that reflect each client’s unique goals, values, and vision for the future.
Known for his approachable style and clear communication, George helps make complex financial decisions feel simple and achievable. He believes trust, transparency, and education are the foundation of every strong financial partnership.
Outside the office, George has been married to Cindy, his loving wife for 43 years and has 3 children. George is also is a dedicated photographer who enjoys capturing meaningful moments and exploring the beauty of the world through his lens.
Angela Maraj
Registered Representative
Financial Professional
6 Years of experience in the financial services industry
Registered in FL, GA
Helping individuals, families and businesses create a clear and simple path to retirement by taking the complexity out of financial planning.
Providing financial services with a personal touch.
Professional Qualifications
- Investment Adviser Representative
- Registered Representative
- Life, Health & Variable Annuity Agent
- Series 6
- Series 65
- Series 63
Specialty Services
- Financial Planning
- Retirement Funding
- Life Insurance
- Long Term Care Insurance
- Annuities
- College Savings Plans
- Business Retirement Plans
- FRS Options
Memberships
- FSI
Personal Information
Angela has resided in Florida for 35 years and is happily married. She enjoys outdoor activities such as tennis, kayaking, snorkeling and sailing.
Michelle Engle, CFP®, CRPC™ , M.Ed.
CERTIFIED FINANCIAL PLANNER® Professional
CERTIFIED FINANCIAL PLANNER® Professional
Financial Advisor since 2013
Registered in FL, MD, NJ, OH, TX, NC, NY, VA
My Mission Statement
My practice is built upon the key beliefs of honesty, integrity, transparency and dedication for everyone. My passion is to help others, which naturally occurs as my values align with those of my clients.
I deliver personalized financial advice tailored to your specific dreams and goals. Working together, I can help you feel more confident, connected and in control of your financial life today and tomorrow.
Professional Qualifications
- CERTIFIED FINANCIAL PLANNER® Professional
- Chartered Retirement Planning CounselorSM
- Series 7
- Series 66
- Florida 2-15 Life, Health and Variable Annuities Agent license
Specialty Services
- Financial Planning
- Retirement Planning
- Wealth Management
- College Planning
- Insurance Needs
- Annuities
- 401k Rollover Consultations
- Customization to meet client's needs
Memberships
- Women's Impact Network
Steering Committee Member 2025-current
Member 2021-current
- Purse Strings
Approved Member 2026
- Women in Retirement Conference
Steering Committee Member 2021-2022
- Plant City Chamber of Commerce
Board of Directors Member 2023
Ambassador 2021-2022
Leadership Member 2022-2023
- Aspire Plant City
President 2023
Vice President 2022
- Women's Impact Network
Lincoln Investment 2019-2022
- Achieve Plant City
Board of Directors Member 2021-2022
- Children's Cancer Center
Doner/Fundraiser
- Give Kids The World
Doner/Fundraiser
- Financial Services Institute
Published Article
Personal Information
Michelle is a Florida native with more than a dozen years of experience as a financial advisor. She earned both her bachelor’s and master’s degrees from Saint Leo University and holds FINRA Series 7 and 66 licenses, which uphold her to the highest fiduciary standards. In addition, Michelle is a Chartered Retirement Planning Counselor® and a CERTIFIED FINANCIAL PLANNER® - Professional designations that reflect her deep commitment to helping clients achieve their financial goals. Guided by integrity, ethics, and her life philosophy of “Do unto others,” Michelle takes pride in building lasting relationships and providing thoughtful, personalized financial guidance. Outside of work, you can find Michelle spending quality time with her husband Mike and two girls Kennedie and Reagan. They enjoy being out in nature; whether that is on their small farm or camping at a State Park. In rare quiet moments, you can find Michelle engrossed in a good book.
Jennifer Wright, CFP®
CERTIFIED FINANCIAL PLANNER®
26 Years of experience in the financial services industry
Registered in CA, CO, FL, GA, IN, MD, VA
My Mission Statement
My practice is built upon my core values of family, honesty, integrity and dedication for everyone. I am passionate about working with clients to help them meet their financial needs and plan for the future. I will look at your entire financial picture, including cash reserves and debt management, investments, protection and taxes.
Professional Qualifications
- CERTIFIED FINANCIAL PLANNER® professional since 2013
- Series 7 registration
- Series 66 registration
- Florida 2-15 Life, Health and Variable Annuities Agent license
Specialty Services
- Financial Planning
- Divorce Financial Planning
- Retirement Planning Strategies
- Wealth Management
- College Planning
- Insurance Needs
Volunteer Organizations
- Pembroke Pines Community Emergency Response Team
- Pembroke Pines Police Department
Pooches in Pines
- Humane Society of Broward County
- Broward Gold Coast Down Syndrome Organization
Personal Information
Jennifer Wright believes financial planning is about more than numbers—it’s about helping people live with confidence and purpose. Since becoming a CERTIFIED FINANCIAL PLANNER® professional in 2013, she has built her practice on the values of family, honesty, integrity, and dedication.
Jennifer takes the time to understand each client’s full financial picture—their goals, challenges, and priorities—so she can create a plan that truly fits their life. Her specialty areas include Legacy Planning, Financial Planning, Retirement Planning Strategies, Wealth Management, and Insurance Needs.
Outside of work, Jennifer is married to Shane and is the proud mother of Hannah, Chloe, and Jarrett. Together, they enjoy spending time outdoors with their Rottweiler, Myllie, and relaxing at home with their cat, Pita.
Larry McCoy
35 + years of experience in the Financial Services Industry
Registered in: NY, PA, NC, FL and AZ
My Mission Statement
I can help you create a Financial Plan, a personalized “road map” that can help you address your financial problems and pursue your short-and-long-term goals. I will work one-on-one with you to understand your current financial situation and your financial goals. I will then design and help you implement a financial plan that is customized to your needs.
Professional Qualifications
- Registered Investment Adviser Representative
- FINRA series 6, 63, 65 Registrations
- Life, Health and Variable Annuity Agent (215)
Education
- Rollins College, Bachelor of General Studies
- Nova University, Master of Science
- US Military Veteran
Specialty Services
- Retirement Planning
- Insurance Planning
Personal Information
- Married to Jandellee George McCoy, 48 years.
- 2 grown children, 3 grandchildren.
Kathy Griffin
Assistant
I am originally from Connecticut and started working in 2004 as an executive administrator for financial advisors. I've since made Florida my home and continued my career in the financial services field. I enjoy supporting teams, staying organized, and helping things run smoothly. I'm a proud mom of four and a grandma to six wonderful grandchildren who keep life lively. I bring a strong work ethic, a friendly attitude, and 20+ years of hands-on experience in this industry.
Brianne Wilson
Administrative Assistant
Brianne Wilson assists to Patrick Fallon provides administrative and operational support that helps ensure clients receive consistent, attentive service. She assists with client communications, prepares paperwork and reports, and frequently serves as a point of contact by phone or in the office, helping create a comfortable client experience. With four years of experience as an administrative assistant, Brianne is highly organized, detail-oriented, and dependable, supporting efficient day-to-day operations so the team can remain focused on client needs. New to the financial services industry, she brings a strong work ethic and a support-focused approach, contributing to the team’s efforts to help clients pursue their personal and professional financial goals.
Pam Goebel
Administrative Assistant to Lee
7 Years of experience in the financial services industry
Heather Sweet Alonzo
Administrative Assistant
Natalie Keirn
Accountant
19 Years of Experience in the financial services industry
Accounting services are not offered through, or supervised by, The Lincoln Investment Companies.
