• 941.366.2827
7120 Beneva Road
Sarasota, FL 34238

Meet Our Team

Orion Marx, CFP®, CLU, ChFC, CRPC, CBEC®

Founded Atlas Financial and Atlas Employee Benefits
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Comprehensive wealth, estate, retirement, and business strategist

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Jason Klingel

Insurance and Annuity Specialist
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Annuity & Life, Disability, Long-Term Care Insurance policy design, implementation and service

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Jay LaBarre

Planning and Investment Representative
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Client liason for comprehensive wealth, estate, retirement, and business strategy; 401K service

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Cathy Grosch

Office Coordinator
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Executive Assistant to Orion Marx, scheduling and special projects

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Mary Chtchavlinski

Account Coordinator
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New account administration including applications, asset/money transfers and client website support

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Damon Lee

Planning Support
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eMoney design, service and client onboarding

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Melinda Patro

Operations Manager
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Operations, human resources and payroll solutions

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Glenn McNorton

Financial Plan Development
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Financial planning, design and service

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