"Empowering Connections, Enhancing Impact" networking group

"Empowering Connections, Enhancing Impact" networking group "Empowering Connections, Enhancing Impact" networking group "Empowering Connections, Enhancing Impact" networking group

"Empowering Connections, Enhancing Impact" networking group

"Empowering Connections, Enhancing Impact" networking group "Empowering Connections, Enhancing Impact" networking group "Empowering Connections, Enhancing Impact" networking group

About Trusted Advisors Tampa Bay

What is Trusted Advisors Tampa Bay?

What is Trusted Advisors Tampa Bay?

What is Trusted Advisors Tampa Bay?

Trusted Advisors Tampa Bay is an exclusive referral network where industry experts meet monthly to share best practices and grow their businesses. We focus on meaningful connections and strategic growth, with plans to expand our community impact and charitable involvement.

Brain Trust

What is Trusted Advisors Tampa Bay?

What is Trusted Advisors Tampa Bay?

 “Moral malpractice” occurs when professionals offer advice outside of their area of expertise. With that in mind we have chosen to surround ourselves with experts in their fields that we can trust and refer to clients. 

Competence

What is Trusted Advisors Tampa Bay?

Competence

We believe there are two aspects of competence, both of which are equally important.


Possess expert knowledge in a particular field maintained through a commitment to continuing education.

Awareness of the limitations of expertise and the willingness to disclose these limitations and to seek additional help when it is needed.

"Empowering Connections, Enhancing Impact"

this mantra reflects the group's commitment to strengthening business relationships among its members while aiming to positively impact the community and beyond. It emphasizes the dual focus on professional growth and social responsibility, resonating with the core values of networking, growth, and community service.

Trusted Advisors Tampa Bay - FOUNDERS

Jeff Shimer

Jeff Shimer

Jeff Shimer

Dale Carnegie Tampa Bay

VP Training

Performance Coaching

LINKEDIN PROFILE

WEBSITE

Cordes Owen

Jeff Shimer

Jeff Shimer

Bake More Pies

CEO/President

Marketing

LINKEDIN PROFILE

WEBSITE

Adam Taylor

Jeff Shimer

Adam Taylor

Taylor Financial

CEO/Founder

Financial Planning

LINKEDIN PROFILE

Website

Trusted Advisors Tampa Bay - MEMBERS

Jake Alexander

Jake Alexander

Jake Alexander

Action Accounting

Owner

Bookkeeping/Taxes/Strategies

LINKEDIN PROFILE

WEBSITE

Bill Beener

Jake Alexander

Jake Alexander

Olympia Moving and Storage

Director

Moving & Storage

LINKEDIN PROFILE

WEBSITE

Quint Bodine

Jake Alexander

Quint Bodine

Heartland 

Division Manager

Payroll

LINKEDIN PROFILE

WEBSITE

Daniel Boon

Dominic Brescia

Quint Bodine

Moore Resources

Advisor

Commercial Insurance

LINKEDIN PROFILE 

WEBSITE

Dominic Brescia

Dominic Brescia

Dominic Brescia

The Brescia Group

Founder & Real Estate Advisor

Residential Real Estate

LINKEDIN PROFILE

WEBSITE

Jake Grosser

Dominic Brescia

Dominic Brescia

United Direct Lending

Mortgage Broker

LINKEDIN PROFILE

WEBSITE

Tommy Cassidy

Daniel F. Martinez, III

Tommy Cassidy

Modern Grounds

Owner

Artificial Turf

LINKEDIN PROFILE

WEBSITE

Shane Lueck

Daniel F. Martinez, III

Tommy Cassidy

ROF Furniture

Office Furniture

LINKEDIN PROFILE


Website

Daniel F. Martinez, III

Daniel F. Martinez, III

Daniel F. Martinez, III

Florida Business Development Corp.

Vice President 

SBA Loans

LINKEDIN PROFILE

WEBSITE

Damien Munnings

Dr. Connor Oliveri

Daniel F. Martinez, III

Ferreri Search

Vice President – Accounting and Finance Division

Recruiting

LINKEDIN PROFILE

WEBSITE

Dr. Connor Oliveri

Dr. Connor Oliveri

Dr. Connor Oliveri

Elevate Health

Owner

Chiropractic & Health/Wellness

LINKEDIN PROFILE

WEBSITE

Zane Petty

Dr. Connor Oliveri

Dr. Connor Oliveri

Bank of Tampa

VP, Commercial Relationship Manager 

Banker

LINKEDIN PROFILE

WEBSITE

Ashley Salabarria

Ashley Salabarria

Ashley Salabarria

CSI Construction Services

Project Manager

Commercial Construction

LINKEDIN PROFILE

WEBSITE

Kostas Stolias

Ashley Salabarria

Ashley Salabarria

Fortress Commerical Real Estate

Owner

Commercial Broker

LINKEDIN PROFILE

WEBSITE

Taylor Yohner

Ashley Salabarria

Taylor Yohner

Three Sixty Seven Advisors

Vice President

Mergers & Acquisitions

LINKEDIN PROFILE

WEBSITE

Trusted Advisors Tampa Bay Community

How This Happened

Trusted Advisors Tampa Bay was established by a group of professionals who enjoyed each other's company and were eager to spend more time together. Motivated by a shared ambition to expand their businesses, they recognized the potential of forming a network that would simplify prospecting while maintaining high standards of accountability. The goal is to create a group that eases the prospecting process, reduces tension, and improves the client/customer experience by providing access to a circle of trusted professionals.

Sharing Best Practices

Most successful business owners agree that achieving their goals would have been impossible without support. At the heart of our ethos is mutual assistance—not only in discovering new customers but also in continuous learning to strengthen our practices. We are committed to improving daily and surrounding ourselves with the very best in our fields.

Prospecting

Ultimately the goal is to build each others businesses through organic prospecting among the members. We are all meeting with professionals on a daily basis and we believe in building a core group of individuals that we trust and who are experts in their fields.  

Our Partners

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