813-428-7185 Darren@myplatinumfinancialgroup.com
Darren Brewis, AIF® CFS is the Founder and President of Platinum Financial Group. He has been assisting individuals and businesses to build and protect their financial futures for over 20 years and has been recognized for his excellent work during that time.
Darren earned the Certified Fun
813-428-7185 Darren@myplatinumfinancialgroup.com
Darren Brewis, AIF® CFS is the Founder and President of Platinum Financial Group. He has been assisting individuals and businesses to build and protect their financial futures for over 20 years and has been recognized for his excellent work during that time.
Darren earned the Certified Fund Specialist (CFS) designation through the Institute of Business & Finance and Accredited Investment Fiduciary (AIF®) designation.
Today, Platinum manages approximately 100 corporate retirement plans and is the advisor to hundreds of individuals in the Greater Tampa Bay region on their respective financial journeys.
Darren was born and raised in London, England. He is a former tennis teaching professional and USTA-Florida board member and holds a degree in Tennis Business Management & Coaching.
In his leisure time, Darren can most often be found on a Gulf of Mexico beach or at a local tennis court with his wife, Lesley, of 23 years and their two children.
Joel@myplatinumfinancialgroup.com
Joel is dedicated to designing financial strategies for our clients at Platinum Financial Group. Joel holds a Bachelor of Science degree in Financial Planning, and earned his Master of Business Administration from The Ohio State University’s Fisher School of Business.
Working with renowned
Joel@myplatinumfinancialgroup.com
Joel is dedicated to designing financial strategies for our clients at Platinum Financial Group. Joel holds a Bachelor of Science degree in Financial Planning, and earned his Master of Business Administration from The Ohio State University’s Fisher School of Business.
Working with renowned economic scholars from around the world, Joel has a perspective that takes multiple facets of the industry into consideration when creating individualized plans.
Being in the industry for more than 10 years, Joel has worked with specialists focusing on a multitude of programs, from Social Security to Long Term Care. Joel has enjoyed collaborating with thousands of industry experts and financial advisors in finding ways to help each client achieve their individual goals.
Outside of the office, Joel is passionate about various charities that have had an impact on his life including participating in Tampa General Hospital’s Living Organ Donor Program and Nationwide Children’s Hospital Foundation.
Joel resides in Tampa with his wife, Shelby and two children- the four of them can often be found cheering on London’s Tottenham Hotspur Football Club or running around Walt Disney World- more than likely with a soft serve cone in hand.
Russ@myplatinumfinancialgroup.com
Russ is proud to serve families in the Tampa Bay area with Platinum Financial Group. He enjoys educating his clients as he designs strategies for them.
As a CERTIFIED FINANCIAL PLANNER,™ Russ is trained to serve his clients based on academically established techniques. His experience servin
Russ@myplatinumfinancialgroup.com
Russ is proud to serve families in the Tampa Bay area with Platinum Financial Group. He enjoys educating his clients as he designs strategies for them.
As a CERTIFIED FINANCIAL PLANNER,™ Russ is trained to serve his clients based on academically established techniques. His experience serving others means he understands how to help you navigate the road ahead.
Commonly provided client services include:
• Retirement Planning
• Social Security Strategies
• Wealth Management and Protection
• IRA’s and 401(k) rollovers
• Life Insurance - Term and Permanent
• Long Term Care
• Education funding (529 plans)
Russ and his wife Dianna reside in Valrico and have been married for forty-six years. They have three daughters and six grandchildren. Russ enjoys golf, yard work, and is a member of Bell Shoals Church.
Lesley@myplatinumfinancialgroup.com
Lesley is the happy voice our clients have come to depend on. She provides outstanding investment and insurance account services to our clients, manages the growing operations of Platinum Financial Group, and leads our special projects.
Lesley enjoys playing tennis and the company of friends and family.
Shelby@myplatinumfinancialgroup.com
Shelby is happy to have the opportunity to connect with our clients--from Zoom to in-person meetings, phone calls and on, Shelby is here to support you.
With a Bachelor of Arts from The Ohio State University, she has spent her career in the financial services world doing what she loves mos
Shelby@myplatinumfinancialgroup.com
Shelby is happy to have the opportunity to connect with our clients--from Zoom to in-person meetings, phone calls and on, Shelby is here to support you.
With a Bachelor of Arts from The Ohio State University, she has spent her career in the financial services world doing what she loves most--educating and developing relationships.
Shelby has spent the majority of her time in the industry in a corporate training role, heading the sales and service area of a major Fortune 500 organization. Now at Platinum Financial Group, she is thrilled to be in a supportive role while helping clients' goals be realized.
Shelby resides in Tampa with her husband Joel, their two children, and three precious pets. In her free time, she enjoys Disney trips with her family, cruising, and trying her hand at DIY projects.
Sonny is honored to be Platinum Financial Group's Official Office Pup.
Sonny takes his role seriously--strolling around the office floor, welcoming everyone who visits with a big, furry hug (and maybe a lick or two.)
When Sonny isn't showing our clients some love, he can be found napping anywhere and everywhere. His energetic spirit helps
Sonny is honored to be Platinum Financial Group's Official Office Pup.
Sonny takes his role seriously--strolling around the office floor, welcoming everyone who visits with a big, furry hug (and maybe a lick or two.)
When Sonny isn't showing our clients some love, he can be found napping anywhere and everywhere. His energetic spirit helps him keep his two little humans at home entertained, so he is very happy to be at "work," where he can truly relax and enjoy making everyone a friend.
Platinum Financial Group
2130 Ashley Oaks Circle
Suite 101
Wesley Chapel, FL 33544
813-428-7189
Please direct all questions to darren@myplatinumfinancialgroup.com
The information provided is derived from sources deemed to be reliable. It is not intended as tax or legal advice, which we do not provide. Please consult legal or tax professionals for specific information regarding your individual situation.
The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security, which may only be sold by individual recommendation.
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
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