A DEDICATED TEAM
We use our experience for your benefit
As a family-owned firm, we've staked our reputation on the value our team brings. This is why you can be confident that some of the best minds in the industry are on your side, diligently working toward your goals.
Tony Moreno, Jr.
Following in his late father’s footsteps, Tony joined MPC in 1992, and he has since become one of the most widely-known family business and corporate planners in the Greater Orlando area. Tony has personal experience in wealth transfer and exit planning, and as part of a second-generation multidisciplinary financial services firm, he has both the knowledge and resources to provide clients with independent and objective strategies.
After more than 25 years at MPC, Scott leads the firm’s business development arm and manages the Winter Park office. In addition to his industry experience, Scott focuses on building relationships, creating partnerships and navigating the financial challenges for some of Central Florida’s most prominent businesses and individuals.
Scott was a member of the Association for Advanced Life Underwriting (AALU), a prestigious Washington D.C.-based organization representing the financial industry before Congress. In the past, Scott was often called upon to speak to Members of Congress delivering updates on the industry’s latest news and challenges.
Scott has previously been a frequent go-to guest for local television stations, where he shared his insight about everyday financial needs as well as vital information on the latest insights in the financial markets. In addition, Scott used to feature as a keynote speaker for civic and charitable groups.
Scott is a Chartered Financial Consultant (ChFC®). He has been a guest speaker at national financial planning conferences.
Scott is a Life Sustaining Member of the Million Dollar Round Table (MDRT), and he is a member of the Association for Advanced Life Underwriting (AALU). To become a member of the Court of the Million Dollar Round Table, an individual must meet a certain level of premium, commission, or income during the year, and must adhere to strict ethical standards. Members demonstrate a love for helping others with their financial needs, and strive to protect the futures of their clients. Some of the other leading organizations Scott is a part of include: the National Association of Insurance and Financial Advisors, the Association of Advanced Life Underwriting and the Life Underwriter Training Council.
Scott has been active in charitable, family and business activities throughout Central Florida for more than twenty years.
Scott attended Michigan State University.
Scott and his wife Patty live in Winter Park with their three daughters.
As the daughter of a small business owner, Christina has a unique understanding of the challenges and obstacles that they face. With over 25 years of experience in working with business owners, Christina has developed the ability to provide comprehensive strategies to help manage investment assets, manage risk and care for executives.
Keeping it all in the family, Lisa Moreno-Haramboure joined the firm in 1989 specializing in executive & employee benefit planning. Today, Lisa’s proven track record in the creation, execution and management of employee benefit strategies for large and small companies across Florida has culminated in an unprecedented 98% client retention rate. Dedicated to providing the human resources necessary to successfully implement her strategies, Lisa and her administrative staff are personally involved in every area of the employee benefits process, from enrollment through daily plan execution.
Lisa's experience has resulted in membership in the “Leading Producers Round Table” of the National Association of Health Underwriters for 13 years, and was presented the “Golden Eagle Award” for outstanding sales achievement in 2007. (Membership in the Leading Producers Round Table is based on production points or income. Membership criteria for the Golden Eagle Award is production points or income greater than $300,000.) Lisa has been honored as a premier producer for Cigna, United Healthcare, FloridaBlue, Humana and Aetna based on production. In 2006, Lisa was selected by Orlando Business Journal as one of The Top 40 Under 40 in Central Florida.
Lisa has been published as an expert in the field of employee benefits by several magazines including: Latina Style Magazine in 2007, the Orlando Business Journal and Orlando Magazine. She has also been selected as a Panelist for the 13th Annual Hispanic Business & Consumer Expo and the Latina Style Magazine Business Series. The National Association of Health Underwriters (NAHU) honored Lisa with the distinction of the Soaring Eagle award for the year 2011. (To qualify for the Soaring Eagle, the income is $300,000 or greater. )
Lisa is an active member of the Hispanic Chamber of Commerce and the Health Underwriters Association.
In 2005, Lisa was a finalist for the Don Quixote (Community Achievement) Award of Central Florida, and in 2006, was the recipient of the “Jefferson Award for Public Service” for outstanding community service. Lisa has served as Vice-President and President of the St. John Vianney School PTO. Currently she holds the position of Vice-President of St. John Vianney School Advisory Board and sits on their their Finance Committee. She is a member of the Civitan Club, and a past board member of Shepherd’s Hope.
An indispensable administrator, Miriam’s savvy handling of the general management and administration of MPC and its personnel, including the filing of claims and handling of regulatory communications enables the MPC associates and their administrative staff members to remain client focused. She enjoys working with her children Tony and Lisa, both of whom are partners in the family-founded firm.
Andrew began his investment career in the midst of the difficult economic climate of the 2000s — but as a result, he has developed a flexibility and adaptability to the market that can rarely be found in a financial planner. Since joining MPC in 2007, Andrew has embraced a proactive approach when managing his clients investments. He not only evaluates the current health of his clients' investments, but he is actively pursuing strategies that can help keep their investments secure.
Andrew holds the CFA Charterholder (CFA) financial profession designations. The CFA charter is recognized globally by employers, investment professionals and investors as the definitive standard by which to measure the competence, integrity and dedication of serious investment professionals.
Andrew graduated from the University of Central Florida with a B.S. in Finance. He was also a U.S. Navy air crewman on the EP-3 in Rota, Spain for 5 years.
Andrew is married to Shanelle and lives in Maitland, FL. He has a passion for aviation; he is currently working to complete his private pilot’s license, and he enjoys flying in different small aircraft.
Nick Manson joined the MPC family in 2013 after having several prior years of experience as a Financial Advisor. With a Bachelor of Arts Degree in Mathematics from Rollins College, and a Bachelor of Science Degree in Civil Engineering from the University of Central Florida, he uses his analytical skills to provide clients with tailor-made strategies in pursuing their long-term financial goals. Nick has built his business by providing independent, objective advice to all his clients. He sits on the investment committee and helps lead our Retirement Plan team.
Meet our client support staff: