Payant Wealth Management Team
“Your journey is better with an experienced professional guide-Your legacy is in the hands of a team with 125 years of experience”
“A Successful Team Beats with One Heart”
Payant Wealth Management Team
Thomas Payant
Chairman and C.E.O.
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...
Robyn Payant
President
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...
Glenn Krcmaric
Vice President
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...
Peter Farina CFA®
Chartered Financial Analyst®
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...
Jay Mulligan
CFP®
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.
Jonathan Wilkins
CFP®
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...
Heidi Oelgart
Front Office Manager
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.