Part of the Trusted Investment Committee -
Singer Wealth Advisors

singer
Singer Wealth

We are honored to partner with
Singer Wealth Advisors to offer investment services to our clients.

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"When looking for a trusted Registered Investment Advisory Firm, the experience that Keith Singer JD, CFP® and his firm Singer Wealth Advisors (SWA) brings is known in the Florida area. With over 27 years of experience in the financial services industry, Keith has been quoted in The Wall Street Journal, U.S. News and World Report, Money Magazine, Business Week, Kiplinger and The New York Times as well as appearing on NBC, ABC, CBS, and CNBC. He continues as an active member of the Florida Bar Association, drafting wills, trusts and estate-planning documents for our clients. For our high-net-worth clients, SWA provides alternative investment opportunities that so many people are missing out on.”

Brett Maggard

- Brett Maggard
Founder , Fiduciary Financial Advisor, MBA, MDRT

How the clients of MWM will be treated:

  • We will listen and gather information first. We will not offer a recommendation the first time we meet with a client.

  • We do not use cookie-cutter approach. Every plan is unique to each client

  • We will explain your concerns and solutions in simple and understandable terms.

  • We will be transparent about what fees our client pays, no hidden fees.

  • We strive to have great communication and treat our clients like family.

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Meet Our Team

Brett Maggard

Brett Maggard

Founder , Fiduciary Financial Advisor, MBA, MDRT

Brett takes pride in building long term relationships, listening to his clients, and being a man of his word.

His vision is to be your family’s most trusted resource. His mission is to help you achieve your life ambitions regardless of economic or market conditions.

Brett is a native Floridian who resides in Tampa Bay. He is an investment advisor representative, as such he has the responsibility to always do what is in his client’s best interest. He has a keen awareness that everyone views money differently and has their own unique goals and objectives. That is why every retirement plan is custom made for each client.

What makes Brett different is in his ability to be a holistic advisor. His practice involves a lot more than just managing investments in the stock market. In his words “Retirement planning involves everything from your health to your wealth.” That is why Brett and his referral partnerships help clients with everything from Medicare and long-term care to social security benefits, tax efficient investment advice, income planning and estate planning.

Brett advises clients how to tax efficiently grow, preserve, and distribute their wealth. He understands the importance of constructing a portfolio with a high degree of predictability.  That's why he offers alternative investments outside the traditional stock market when appropriate. Brett also represents Singer Wealth Advisors, LLC and his RIA client accounts are held at Schwab.

Brett earned his bachelor’s and master’s degrees in business administration while playing division I baseball at Florida Atlantic University. He was drafted to play professional baseball by the Philadelphia Phillies but due to injury, had to put that dream aside.  When Brett is not helping clients, he enjoys spending time with family and friends, playing golf, watching sports, working out, traveling, and enjoying the beautiful beaches of Florida.

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Dan Montano 

Fiduciary Financial Advisor

As a Fiduciary Financial Advisor local to the Tampa area, I am dedicated to helping individuals navigate their retirement journey.

My main focus in life and as an advisor is keeping Faith, Family and Humility at the forefront of every decision. This has been the case since I started my career in 2013 at 19 years old. Over a decade in the financial planning industry I am very blessed to have a passion for what it is I do every day.  

I graduated from SouthEastern University in Lakeland Florida with a Bachelor's Degree In Ministerial Leadership. This is where I Learned the importance of Humility and Faith in all areas of my life. I have acquired multiple insurance and advisory licenses in my 11 years which has allowed me to help families manage their wealth in a safe but efficient manner.

I am very blessed to work alongside my amazing wife Roxana and my Mother Lori who herself has over 30 years of industry experience that I have been able to leverage for my clients. Working with Family has created a need to have strategic partnerships available for our clients when they need assistance

I decided to Partner with Maggard Wealth Management after many years in the industry seeing the importance of working with a Fiduciary advisor who is not captive to his or her company. Maggard Wealth is a fully comprehensive financial planning firm with industry leading resources and partnerships. Our Partner firm is Singer Wealth Advisors, and our custodian is Charles Schwab. The partnership resources available to our clients include Attorneys, CPA's and Investment Committees that provide us with access to investment opportunities far beyond what the average financial advisor can offer.

Services Include : Medicare Education and Planning, Income Planning, Investment Planning and Estate planning

Michala

Michala Almstead

Retirement Professional

Michala Almstead was born in New Rochelle, New York and later moved to Tucson, Arizona when her family encountered a tragic accident there, leaving her 2 cousins without parents and Michala’s parents had to take them in.

Years later when her family was in a better place, they moved to Saint Augustine, Florida.

Michala attended school at Florida State College of Jacksonville and received her degree in Dental Hygiene. After much experience and realization that she had little interest in that career path, she decided to use her family’s traumatic experience that took a huge financial and emotional toll on them to focus on what really mattered to her. Michala decided to dedicate herself to helping others plan for the unplanned. 

In 2017, Michala became licensed with the Florida department of financial services. Now, she is an active member of the Million Dollar Round Table Association where only the top 10% of advisors in the industry are recognized. She is currently a resident in beautiful Tampa Bay, Florida and specializes in helping individuals with the type of retirement planning where they can be shown how to obtain guaranteed income as well as create legacy plans to prepare beneficiaries to leave their assets to a loved one.

She is also licensed to help in Health Insurance planning and long-term care when a family member is in a time of need. Michala enjoys traveling, going to the beach, and hanging out with her fur babies in her free time. She loves to surround herself with positive, high-energy clients. Treating her clients with all the same passion, devotion, and respect is very crucial to her in gaining long-term relationships with them.

Roxana Elizarraras

Roxana Elizarraras

Retirement Professional

Roxana is a Tampa local who is a dedicated retirement professional with a passion for helping individuals navigate their journey towards financial security and peace of mind.

With a focus on building genuine relationships with my clients, she strives to understand their unique retirement goals and guide them through the process with confidence and clarity. Fluent in both English and Spanish, she is eager to work alongside all walks of life.

Her journey began with a dream of becoming a doctor, driven by a desire to help people improve their physical health. As she pursued this passion by earning her Bachelor's degree in Biomedical Sciences from the University of South Florida,  little did she know in 2021 she would become licensed with the Florida Department of Financial Services. She sees this as an opportunity that ignited her interest in the financial industry, that would then lead me to a different path—one where I could still make a profound impact on people's lives through financial wellness.

What started as a summer venture quickly evolved into a fulfilling career as she discovered her passion for guiding individuals towards a secure retirement.

Coming from a background where the importance of financial planning wasn't widely understood, she realized the immense value that proper insurance and financial planning could have. Not only for families like her own, but for everyone seeking financial stability and retirement planning.

Outside of work, Roxana cherishes spending quality time with her family and nurturing relationships within her church community. She finds joy in staying active through workouts and exploring new destinations with her husband.

Roxana is excited about the opportunity to walk alongside you on your journey towards a fulfilling retirement. Whether you're just starting to plan or seeking to optimize your current strategy, she's here to help you achieve your financial goals with confidence and peace of mind.

Bill

Bill Hootman

Client Ambassador

Bill is committed to delivering exceptional value and building trust with his clients. 


He prioritizes his faith, his family, and his life’s work. His purpose is to leave the world a better place and have a positive impact on those he interacts with.

Bill attended Embry Riddle University, and Saint Leo University where he studied business management and played baseball. He worked in management of many corporations until he became licensed with the Florida Department of Financial Services to help people prepare, plan and navigate retirement. 

Bill has the skills and drive to ensure your family is protected from the unexpected. His goal is to help you create a stress-free future and build wealth with precise planning, sound communication, and proper utilization of all available financial resources.

Bill is blessed to be with his wife of 10 years, and a high achieving and joyful son. “They are my why to endure any how.” One of his proudest achievements is being the best man in four weddings. He loves reading, puzzles, working out, fishing, and baseball.

Pamela

Pamela Maggard

Director of Administration

Pamela joins our company with the goal of exceeding our clients’ expectations.


As Director of Administration, she acts as the liaison for all our clients, staff, and business associates providing administrative support and managing their queries. She maintains and updates company databases. Organizes a filing system for important and confidential company documents. 
Maintains company calendar and schedule appointments. Organizing the workplace so that the workflow is streamlined. 

Pamela was born in Buffalo, New York. She moved to Spring Hill, Florida when her parents retired 40 years ago. She’s been married for 25 years to John, two grown children Michael and Brett, and her pride and joy, Maddox her grandson. Prior to joining Maggard Wealth Management, Pam was Registered Nurse for the last 17years. She has Bachelor’s in Science for Nursing and Certified Emergency Nurse. She loves football, Go Bills, traveling, and spending time with her family.

John Maggard

John Maggard

Retirement Professional

John Maggard specializes in risk management and life insurance for clients of Maggard Wealth Management.


John is licensed with the Florida Department of Financial Services and specializes in retirement planning, helping mainly, individuals from 50 to 70 years old transition into retirement.

As John puts it, "I will guide you through the complications of social security 2, Medicare, and risk management during these uncertain times. My passion is to HELP you and your family from the high cost of health care,  taxes, and to help ensure you do not outlive your money."

John was raised in this great state of Florida and lives with his loving wife Pamela, his dog Max, and recently moved his mother Betty in with them because she was needing help with everyday life.

John has two boys that he is very proud of who become great men. John is a proud grandpa who loves spending time with his grandson Maddox, who is as he puts it "my pride and joy; I try spending every moment I can with him when I am not helping my clients."

Kristen Speakman

Kristen Speakman

retirement professional

Kristen specializes in Medicare, Social Security Benefits 2, and risk management for clients of Maggard Wealth Management.


"My Goal is to not only offer solutions to meet your needs for the life of your retirement and financial security, but build a strong, lasting, professional relationship."

Kristen attended Florida Gulf Coast University where she earned her Bachelor of Science degree in Community Health. She practiced Physical Therapy for seven years and loved helping her patients achieve their goals. What she noticed working in the medical field were patients not having the proper health insurance coverage or not getting important needs like physical therapy covered. This is when she decided to become licensed with the Florida Department of Financial Services to help people prepare, enter and navigate retirement.  

Kristen is married and has one beautiful boy, Maddox who has changed their world for the better.

1  They are not tax efficient and an investor should consult with his/her tax advisor prior to investing. Alternative investments have higher fees than traditional investments and they may also be highly leveraged and engage in speculative investment techniques, which can magnify the potential for investment loss or gain and should not be deemed a complete investment program. The value of the investment may fall as well as rise and investors may get back less than they invested.

2 Not associated with or endorsed by the Social Security Administration or any other government agency.