St. Petersburg Office

Photo of Steven Fisher, President and Financial Planner in St Petersburg FL

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
Photo of Stephen "Patrick" Fallon, Vice-President and Financial Planner in St Petersburg Florida

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
Headshot of Lee Barnard, Vice-President and Financial Planner in St Petersburg FL

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!
Photo of Charles Campana, Registered Representative and Financial Planner in St Petersburg FL

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
Professional Pic of George Goodroe, Financial Planner and Registered Representative in St Petersburg FL

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.
Photo of Angela Maraj, Financial Planner and Registered Representative in St Petersburg Florida

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.

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.
Photo of Brianne Wilson, Administrative Assistant to a Southwest Florida Financial Planner

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.
Pic of Pam Goebel, an Administrative Assistant to St Petersburg FL Financial Planner

Pam Goebel

Administrative Assistant to Lee
7 Years of experience in the financial services industry
Photo of Heather Sweet Alonzo, Administrative Assistant of St Petersburg FL Financial Planners

Heather Sweet Alonzo

Administrative Assistant
Pic of Natalie Keirn, an Accountant in a Financial Planning Firm in St Petersburg FL

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.

Financial Planner St Petersburg FL

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