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TEAM MEMBERS

At Tortuga Financial, we believe teamwork is essential in order for us to deliver our Checklist Formula® process and make sure no detail slips through the crack.  High net worth clients expect us to be thorough and organized, and whether it be subject matter expertise, financial transactions, planning documentation, or any other wealth management task, we've got you covered!  Please scroll down and meet our team.

 

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

561-955-6098

561-491-9445

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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Ariana Salcedo

Client Service Associate

5619556098

5614919445

Ariana joined the Tortuga Financial team in May of 2024. She is a native Floridian, student, reader, and just isn’t willing to give up her car as it’s vital to her day-to-day functions. As a Client Service Associate, she handles a...

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Benny started his life as "Bear" in March of 2021 somewhere in Palm Beach county.  In 2022, he was seized by Palm Beach County due to poor living conditions and his owner officially surrendered him to the county.  While at...

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