Biographies

 

  Thomas A. Payant*– Chairman and C.E.O
Tom founded Payant Financial Services, Inc. in 1979. Understanding the significance of quality and service, Tom teamed with SagePoint Financial, Inc. (Member FINRA/SIPC) and, as a result, is able to offer a wide variety of investment resources and services while, at the same time, maintaining the independence needed to offer objective financial planning. Tom earned his bachelor’s degree from Northern Michigan University. He did post-graduate work in Business at Northern Michigan University and in Law from Marquette University Law School. Tom was instrumental in the formation of the Tampa Bay chapter of the International Association of Financial Planners. He has received numerous awards and honors throughout his career and was named Who’s Who in America. He holds Series 7, 24, 63, and 66 securities registrations. Tom is a native of Marquette, Michigan and has called Tampa Bay his home since 1976. He and Robyn have been married since 1986. Tom’s hobbies include travel, golf, tennis and reading.

 

 

 Robyn Payant– President, in addition to managing the extensive administrative needs of Payant Financial Services, is actively involved in client relations and marketing and is devoted to meeting the needs of the clients and providing them with outstanding service. She is well-known for hosting extremely well-attended seminars in the Payant Financial Theatre, covering timely topics of concern to the community, including "Protecting Your Estate - Long Term Care" - "Is the Beneficiary of Your IRA the IRS" - "Protecting Your Nest Egg" - "Medicare Part D" - to name just a few. Robyn is dedicated to the concept of Amazing and Delighting the clients and has become popular for her success. Robyn is a life-long resident of the Tampa Bay area. She graduated from Brandon High School and attended Hillsborough Community College where she studied marketing, advertising, speech and broadcasting.  As a student she worked on the initial Tampa Bay Buccaneers marketing campaign.  One of the slogans that came out of this was "back your bucs"   Robyn’s hobbies include traveling, photography and reading. She and Tom have been married since 1986 and they reside in Valencia Lakes. Robyn Payant is not registered with nor does she offer securities through SagePoint Financial, Inc.

 

 

 Glenn Krcmaric* Compliance Officer
Glenn has been with Payant Financial Services since 2001. Glenn brings a wealth of financial planning experience, as well as administrative and management specialization. He is responsible for working with clients and overseeing our operations. Glenn ensures the office environment complies with all government and firm regulations. His responsibilities also include financial plan preparation, client portfolio reviews, and performing client account due diligence as part of our quarterly Investment Committee meetings. His main focus is on you, the client. The clients who have worked with Glenn are familiar with his exceptional attention to detail and willingness to provide assistance. He holds Series 7, 24, 53, 63, and 66 securities registrations, as well as Florida Life including Insurance, and Health licenses. Originally from Chicago, Glenn has been a resident of the Tampa Bay area since 1973. He enjoys sports, weightlifting, reading and staying active in the community.

 

 

 

 

Joseph P. Lang*, CFP® brings 18 years of financial management experience to our firm. Born in Tampa, Joe graduated from Brandon High in 1983.  He graduated from the University of South Florida in 1988 with a Bachelor of Science degree in Business Management, with an emphesis in Finance.  He was top of his class in his Certified Financial Planning® course work at U.S.F. in 2005-2006 and passed the CFP® 2-day exam in 2007. Joe holds securities registrations Series 7, Series 66 and a license in Florida Life (which includes Variable Annuities and Health.) Joe brings a wealth of knowledge to our practice, where he concentrates on tax planning, investment planning and retirement planning for our clients. He is responsible for providing advanced sales support and provides marketing and technical support for all the financial services we offer. He is committed to the CFP® Code of Ethics and Professional Responsibility. Joe’s wife, Carrie, and their two daughters, Melanie and Ashley, keep him busy during his free time, as the family enjoys riding bikes, playing soccer, going to movies and attending Rays/Bucs/USF Bulls games.

 

 

 

 

 

 

 

 

Lillian Brassil – Receptionist
Lillian joined Payant Financial Services in April 2008. She enjoys interacting with our clients and providing general support to the staff.  Prior to moving to Florida in December of 2006, Lillian worked at Eastern Bank in Boston for nine years as a Commercial Loan Administrator. Her role there was to support the Senior Vice President and Vice President of the Managed Asset Group with a strong focus on customer service.  She also worked at Centex Homes’ Tampa Division providing administrative support to the Sales, Marketing and Accounting Departments.   She has a wonderful husband and two beautiful children.  She enjoys watching baseball, reading and spending time with her family. Lillian Brassil is not registered with SagePoint Financial, Inc.