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Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Thomas Payant

Chairman and C.E.O.

813-633-7333

813-633-6420

Tom had a vision of creating a truly world-class experience for clients. He founded Payant Wealth Management Group in 1979. Understanding the significance of quality services, Tom teamed with SagePoint Financial, Inc. (Member...

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Robyn Payant

President

813-633-7333

813-633-6420

Robyn alongside Tom has been successfully building their business since 1983. They are married since 1986 and reside in the beautiful active adult community of Valencia Lakes. Robyn’s studies in marketing, advertising, speech and...

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Glenn Krcmaric

Vice President

813-633-7333

813-633-6420

Glenn has been with Payant Wealth Management Group since 2001. Glenn brings a wealth of financial experience, as well as administrative and management specialization. He is responsible for working with clients and overseeing our...

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Peter Farina CFA®

Chartered Financial Analyst®

813-633-7333

813-633-6420

As a Chartered Financial Analyst®, Peter brings more than 20 years of investment experience to Payant Wealth Management Group. He worked for several major Investment firms such as JPMorgan Chase, Shearson Loeb Rhodes, EF Hutton, and...

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Heidi Oelgart

Front Office Manager

813-633-7333

813-633-6420

Heidi joined Payant Wealth Management Group in the fall of 2011. As the Office Manager, she also assists with planning client events and working on special projects.

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Jay Mulligan

CFP®

813-633-7333

813-633-6420

Jay Mulligan is a CFP®. Jay has practiced his craft for 26 years. Jay brings a wealth of Financial Planning knowledge to our clients at Payant Wealth Management Group. Jay is directly involved in all aspects of our client’s. 

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Jonathan Wilkins

CFP®

813-633-7333

813-633-6420

jwilkins@payantwealthmanagementgroup.com

Jonathan is a Certified Financial Planner® (CFP) with Payant Wealth Management Group. Jonathan spent six (6) years with Charles Schwab & Co. in their Advisor Services department. There he interfaced directly to support independent...

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Alicia Mendiola

RTI Insurance Services Representative

Alicia is a 15 year insurance industry veteran, and holds a 2-20 general lines agent’s license.She has been affiliated with RTI Insurance Services since 2008. She is a Florida native and has lived here herentire life. In her free...

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Hamilton & Associates

813-532-2000

Hamilton & Associates CPA, LLC, provides local, personalized tax services for new and existing Payant Tax clients. Schedule an in-person meeting or drop off your tax information at Payant Financial Plaza call Rachel Santana at 813-532-2000.

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Joe Pippen Jr. Esq.

Attorney

Joe Pippen graduated from the University of Baltimore Law School in 1975 with a Juris Doctorate and has been practicing law since 1982. His law firm has grown to offices in Bradenton, Clermont, Davenport, Fruitland Park, Jacksonville,...

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Marcie Maisonet

Medicare Specialist

Marcie Maisonet is a Licensed and Certified Health Insurance Agent who is born and raised in the Tampa Bay Area. She has been assisting the Tampa Bay community with their health insurance needs for over 15 years. Marcie has served on...

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