Ana Ortiz
Ana Ortiz
Executive Assistant
Ana Ortiz brings her sunny disposition, organizational skills, and 18 years of experience to Frye Financial, where she now performs a variety of administrative functions. She focuses every day on providing seamless servicing to clients and the Frye team. With a background in the legal and financial fields, she takes great pride in her ability to navigate complicated processes and has loved expanding her skills since joining our firm in 2017. Originally from Puerto Rico, and having lived in Colorado as well as Miami, Ana now lives in Miami Lakes with her daughter Emily and son Michael.
Nadeen Lawrence
Nadeen Lawrence
Retirement Plan Service
Administrator
Nadeen Lawrence has been with Frye Financial since 2005. Her calm, steady manner and her diligence enable her to provide exceptional service to retirement plan clients. She finds great satisfaction combining her love of client interaction with her skills in retirement plan servicing and administration. Originally from Jamaica, Nadeen lives in Miramar and spends a great deal of time when not at work devoted to her daughter and granddaughter, as well as her faith community.
Rich Gilbertson
Rich Gilbertson
Wealth Management Service
Associate
Rich Gilbertson has been with the firm since 2014, and has been in the field since 2005. Growing up, Rich would join his dad and grandfather on weekends, watching them work at their own investment management firm, and now enjoys being able to help clients work towards achieving their financial goals (although for a while as kid, he wanted to be a professional golfer). His degree in economics enables him to help clients gain a better understanding of the cyclical nature of markets, and of the importance of not losing sight of the big picture. In addition, his team-oriented mindset and positive attitude bring much value to Frye Financial Center and to our clients. He holds his Series 6, 7, & 63 security registrations with LPL Financial, as well as his Florida Variable Annuities, Life, and Health Insurance Licenses. A native Michigander, Rich lives in Parkland, FL with his wife, son, daughter, and their dog.
Alex Holguin
Alex Holguin
Accredited Portfolio Management AdvisorSM
Wealth Management Service Associate
Originally from Cartagena, Colombia, Alex Holguin moved to South Florida in 1996. After a stint in the U.S. Navy, and in his final year of college at The University of Miami studying Finance, Alex had an internship in an investment management firm and decided he had found his professional calling. Alex joined our firm in 2010; with over a decade of experience, he enjoys being part of the team which helps clients navigate through the ups and downs of financial markets and work towards staying on track to reach their retirement goals. A believer in a detailed and disciplined approach, Alex holds his Series 7, Series 66, Series 63, and Series 6 security registration with LPL Financial, as well as his Florida Life/Health & Variable Annuities licenses, and is working towards his CERTIFIED FINANCIAL PLANNER® designation. He and his wife live in Aventura, and while Alex originally dreamt of being a soccer star, we are happy he set his sights on a career in the financial services industry instead.
Tanya K. Bhatt
Tanya Bhatt
Director of Branding
Tanya Bhatt joined the company in 2016. She works diligently behind the scenes to keep information flowing and to create events which celebrate our clients. Tanya's global brand management and marketing expertise is brought to bear on streamlining our branding and communications. An American who was born abroad and raised in various countries overseas, she came back to the U.S. for college, and graduated from Brown University. She built her career in New York City, Boston, and now Miami, with experience ranging from managing a $70 million global business unit, to starting her own company. She has two daughters, is the happy human for two rescue dogs, and is active on the boards of several organizations in Miami Beach, where she has resided since 2003.
Director of Pension Operations
Robin Newman
Director of Pension
Operations
With over 30 years of experience, Robin Newman is regarded throughout the South Florida community as highly knowledgeable in the qualified retirement planning field. Robin’s extensive experience with all aspects of 401(k)/pension plans, combined with her problem-solving skills and her emphasis on the highest level of personalized client support, make her an invaluable member of our team. Her many years of involvement in corporate retirement planning and her grasp of the complex laws governing them have made her a primary resource for an ever-expanding number of local CPAs and Attorneys regarding clients’ retirement plan issues.
Robin has served on the Executive Board of Directors of the American Society of Pension Professionals & Actuaries (ASPPA) and Benefits Council of South Florida.
Austin A. Frye
Austin A. Frye, JD, MBA, CFP®
Founder and CEO
- President and Founder, Frye Financial Center
- Registered Principal and Branch Manager with LPL Financial
- In the top 1% of over 22,000 investment advisors* nationwide with LPL Financial, and is named to 2023 LPL Chairman’s Council based on annual production
Originally from New York City, Austin A. Frye obtained his MBA in Finance from New York University; and his J.D. from the University of Miami School of Law.
With his extensive experience as a Certified Financial Planner®/investment advisor, training in corporate retirement planning, estate planning expertise, and many years of advising small business owners, professionals, and families, Austin is adept at guiding clients through all stages and aspects of their personal and business planning.
In addition to his knowledge and experience, Austin’s steady approach and reassuring demeanor also contribute to the high regard in which his clients and other professionals hold him. His approach to client relationships is not a transactional one, but rather his goal is to develop lasting, meaningful relationships, and to be seen as a trusted and caring family/business advisor.
Austin reminds clients that, as with anything in life, the best outcomes are always the result of proper planning. During meetings in his office conference room, Austin will point to a picture of the Frenchwoman Jeanne Calmet, who lived to be 122, and ask prospects and clients if they will be financially prepared to be the next 122-year old…Austin’s goal is to help ensure they will.
Distinctions
- Member of the Florida, New York, and Massachusetts Bar Associations
- CERTIFIED FINANCIAL PLANNER®
- LPL Financial Retirement Plan Program Consultant
- Member of the Financial Services Institute
- Member of the National Association of Plan Advisors
- Member of the Insured Retirement Institute
- Past President, South Florida Employee Benefits Council
- Member, Financial Planning Association
- Affiliate Member, American Society of Pension Professionals and Actuaries
- Taught Certified Financial Planning® candidates studying for the CFP® exam at the University of Miami
- Past chairman of the board of large local non-profit and current board member of local non-profit organizations
*Includes registered representatives and/or investment adviser representatives affiliated with LPL Financial LLC, an SEC registered broker-dealer and investment adviser.