Our Team

• 

  Jim Dorman CPA/PFS, CFP®

  President & Senior Wealth Advisor

  Phone Number (407) 774-6815

  Email jamesdorman@dormanfinancial.com

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• 

  Lisa Michaelson CFP®

  Wealth Advisor

  Phone Number (407) 774-6815

  Email lmichaelson@dormanfinancial.com

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• 

  Chelsea Arb

  Assistant Wealth Advisor

  Phone Number (407) 774-6815

  Email carb@dormanfinancial.com

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• 

  Kelly Andreala

  Client Service Associate

  Phone Number (407) 774-6815

  Email kandreala@dormanfinancial.com

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• 

  Parul Bhaskar

  Tax Consultant

  Phone Number (407) 774-6815

  Email pbhaskar@dormanfinancial.com

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• 

  Megan Lerner

  Client Relations Associate

  Phone Number 407-774-6815

  Email mlerner@dormanfinancial.com

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• Operations Assistant

  Phone Number 407-774-6815

  Email @dormanfinancial.com

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