James Schramm joined the Raymond James team as an experienced financial advisor in 2015. Prior to joining Schramm Financial Group, Mr. Schramm worked at Merrill Lynch and Fidelity Investments, managing over 200 clients and $230 million in assets. Alongside portfolio management, Mr. Schramm has experience in planning successful business exits and corporate retirement plans.
Jeff L. Thomas holds over 23 years of public accounting experience and is a licensed CPA in four different states. Prior to joining Condie, Thomas & Harbo, CPAs as a shareholder in January 2012, Mr. Thomas spent his time with Grant Thornton and PwC’s National office. Mr. Thomas stays involved within his community by being on the Board of Advisors of El Nido Family Centers.
Brian Koegle was a partner at an AMLAW 200 national law firm and a boutique litigation law firm before becoming a founding partner of Koegle Law Group, APC. Mr. Koegle has ample experience in litigating business and employment policies. He continues his work to resolve these matters alongside commercial, civil litigation, and real estate matters.
Sean Bunner is a Director in the Professional Partners group at Raymond James. Mr. Bunner began his career in corporate finance and investment banking for Honeywell, eventually moving on to senior executive roles across consumer and retail brands like WW Intl and HSN. Beyond this, Mr. Bunner has active experience in business development, M&A, marketing, and compliance.
Brian is CEO and Managing Director at Meridian Capital and leads the firm’s Aerospace, Defense & Space and Diversified Industrials practices. Over the course of his over 20-year investment banking and strategic consulting career, Brian has advised over 150 clients across an assortment of industry segments, including aerospace, manufacturi
Brian is CEO and Managing Director at Meridian Capital and leads the firm’s Aerospace, Defense & Space and Diversified Industrials practices. Over the course of his over 20-year investment banking and strategic consulting career, Brian has advised over 150 clients across an assortment of industry segments, including aerospace, manufacturing and distribution, consumer products, technology, and telecommunications. Prior to Meridian, Brian was a management consultant with Accenture Consulting where, he worked with multiple Fortune 100 companies on issues related to revenue assurance, sales and process enhancement, and system integration.
Mark E. Haranzo is chair of Holland & Knight's New York Private Wealth Services Group. Mr. Haranzo focuses his
practice on domestic and international private client matters for affluent individuals and their families. Mr. Haranzo has more than 25 years of experience in all aspects of estate and gift planning for individuals and families,
Mark E. Haranzo is chair of Holland & Knight's New York Private Wealth Services Group. Mr. Haranzo focuses his
practice on domestic and international private client matters for affluent individuals and their families. Mr. Haranzo has more than 25 years of experience in all aspects of estate and gift planning for individuals and families, including matters with complex multigenerational or multijurisdictional issues. In addition, Mr. Haranzo counsels charitable organizations and advises individuals on philanthropic matters. Mr. Haranzo previously worked as an estate tax attorney with the Internal Revenue Service in Manhattan where he
gained extensive experience handling tax audits of complex estates and substantial gifts.
