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Tortuga Financial Team Members

🧠 The Team Behind Tortuga Financial
At Tortuga Financial, we believe exceptional wealth management starts with exceptional collaboration. Our team is the engine behind our proprietary Checklist Formula®—a system built to ensure no detail is overlooked and every opportunity is maximized.
We serve high net worth individuals and families who expect precision, discretion, and results. That’s why our advisors, planners, and operations specialists work seamlessly together to deliver a comprehensive experience—from strategic planning and documentation to complex financial transactions and specialized expertise.
Every member of our team plays a vital role in helping you navigate your financial journey with clarity and confidence. Scroll down to meet the professionals who make it all happen.

 

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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Ariana Salcedo

Client Service Associate

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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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Daphne Hollins

Client Service Associate

561-955-6098

561-491-9445

Daphne joined the Tortuga Financial team in November of 2024. She was born and raised in Brooklyn, NY and the northern New Jersey suburbs. Daphne and her husband relocated to the sunshine state in 2020. She considers her grandparents...

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Madalynn Schwarz

Client Service Associate

561-955-6098

561-491-9445

Madalynn joined the Tortuga Financial team in August of 2025. She is originally from Mount Laurel, NJ and attends Florida Atlantic University, with a goal of remaining in Boca Raton after graduation. One can describe Madalynn as...

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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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