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At Tortuga Financial, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our experienced team have helped many people just like you with similar issues and concerns. We create an approach that is designed to address your specific individual situation.


Since 1997, Mike has firmly established his place in the Boca Raton community.  His love of scuba diving led him to found his financial planning firm Tortuga Financial. Mike has developed and refined a process called The Checklist Formula™.

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Kim Summas

Client Service Manager

(561) 955-6098

(561) 491-9445

Since December of 2015, Kim has been a valuable team Tortuga Financial team member. She is an animal lover, mother, and philanthropist. As your dedicated client service coordinator, she keeps our firm running smoothly every day.

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Nina Koerner

Client Service Specialist



Nina joined the Tortuga Financial team in December of 2021. She is an educator, wife, mother, and isn't willing to give up coffee. As your Client Service Specialist, she is in charge of making sure no tasks slip through the cracks, as...

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