Douglas P. Hanke, CFP®, EA

Doug founded Florida Financial Advisors, Inc., in 1984 to provide financial advice on a fee-only basis. He has extensive knowledge in the areas of income tax planning and tax preparation, estate planning, retirement planning and investments.

Prior to founding Florida Financial Advisors, Doug was a principal and officer for FCA Corp. (formerly First Commonwealth Associates), a subsidiary of UST Corp. of Boston, an independent financial advisory firm. Between 1970 and 1980, he served as vice-president and trust officer for Flagship Bank of Tampa (now Sun Bank) and as trust real estate officer for First National Bank of Florida.

In addition to being a CERTIFIED FINANCIAL PLANNER™ professional, Doug is an Enrolled Agent (EA) licensed to practice before the IRS. He is a member of the National Association of Personal Financial Advisors (NAPFA), the National Association of Enrolled Agents (NAEA), and the Tampa Bay Estate Planning Council.  His company, Florida Financial Advisors, Inc. is a Registered Investment Adviser (RIA) with the state of Florida.

Doug has taught CFP courses as an adjunct professor with the University of South Florida, Nova Southeastern University, Florida Institute of Technology, and Rollins College. He also holds a Florida real estate license and serves on the advisory boards of several local charitable organizations.

Doug's educational background includes a bachelor's degree in business administration, with honors, from the University of Florida in 1970, additional studies in the master of business administration (MBA) program at the University of South Florida, and a three-year Florida Bankers Association Trust School program. He also completed a two-year program through the College for Financial Planning and the University of Tampa leading to his CFP certification.

Doug and his wife have five children, eleven grandchildren, and he enjoys traveling, reading, music, and genealogy.

Cheryl B. Bott, CFP®

Cheryl Bott has been with Florida Financial Advisors, Inc., since shortly after the company was founded. After two decades as a Registered Financial Paraplanner and office manager for the company, Cheryl became a CERTIFIED FINANCIAL PLANNER™ professional in 2007, and she is now putting her years of experience and knowledge to work as a staff financial planner.

In addition to direct planning duties for new and long-term clients, Cheryl oversees client relations for the firm and supervises the day-to-day office administration.

“During my years at Florida Financial Advisors, I have seen many changes in our industry. Clients’ financial planning needs have shifted as investment markets, tax laws, estate planning laws, the economy and information accessibility via the Internet have evolved. Many people struggle with information overload and find it frustrating to sort through the many (and oftentimes conflicting) alternatives. With the baby boomer generation transitioning into retirement, more people than ever are dealing with longer retirement periods, the need to both grow and protect their investment assets, health insurance and long-term care issues, caring for aging parents, etc. My goal is to objectively help our clients prioritize and narrow their choices so that they can make the correct decisions for their individual circumstances. I want them to feel confident about the financial decisions they make.”

Cheryl is married and has one grown son and a daughter in college. In her spare time she enjoys grooming and riding her horses, reading, antiquing, and training/volunteering with her dogs for pet therapy.

Dorothy has been a CERTIFIED FINANCIAL PLANNER® professional since 1989, and brings over 20 years experience in comprehensive financial planning to Florida Financial Advisors, Inc.

Prior to joining Florida Financial Advisors, Inc., she was a Vice President with Citigroup, where she managed banking, brokerage and lending relationships in line with clients' life goals and objectives. In addition, as a Regional Manager with Citigroup's Women & Company®, she specialized in developing and providing financial education seminars focused on the unique financial needs of women. In this role she represented Citigroup as a featured speaker at numerous professional events and conferences.

In addition to her CFP® designation, Dorothy holds an MBA with a concentration in Marketing from Adelphi University, and a BA in Sociology with honors from St. John's University in New York. She has taught both graduate and undergraduate courses as an adjunct professor of marketing at St. John's University, and is a member of the Financial Planning Association of Tampa Bay.

Dorothy and her husband reside in The Villages, where she is involved in numerous activities, including photography, computers, travel, scrapbooking and the Mini Cooper clubs. They also enjoy frequent visits from their 9 children and 13 grandchildren.

David is the founder and managing director of Orlando Investment Partners, LLC, based in Winter Park, Florida. The firm was created in 2001 to serve high-net-worth individuals, private foundations and endowments with client-based, objective investment management. The company is a fee-only Registered Investment Adviser (RIA) with the state of Florida.

Prior to the firm's creation, David was a senior vice-president and portfolio manager for Bank of America's Private Wealth Management in Winter Park, Florida. He had been with the bank since 1988 developing and managing investment portfolios for wealthy individuals along with foundations and endowments. David has extensive experience with many investment vehicles including individual stocks and bonds, exchange traded funds (ETFs) and mutual funds.

David has been involved with numerous charities and not-for-profits during his professional career. He is currently president of the American Association of Individual Investors Central Florida Chapter, a position he has held since 1998. He has been a member of both the Tampa Bay and Orlando chapters of the CFA Institute. He is also on the board of trustees for the Maitland Police and Fire Public Pension.

David's educational background includes a bachelor's degree in business administration from New England College, Henniker New Hampshire, including a semester in Arundel, England. He also earned a Master of Business Administration (MBA) from the Crummer Graduate School of Business at Rollins College, Winter Park, Florida.

David and his wife live in Orlando with their two children. He enjoys travel, golf, music and family activities.

Karen joined Florida Financial Advisors, Inc., in March 2007. She holds a B.S. degree in Management from Binghamton University in New York. She brings with her the Human Resources and administrative experience gained from her previous employment with J.P. Morgan and Rhinebeck Savings Bank.

As Office Manager, Karen oversees client relations for the firm, and supervises day-to-day office management.

Karen is married and has one son is high school, and a son and twin daughters in middle school. She is a coach for her daughter's softball team and enjoys scrapbooking, reading, and going to the beach.