Meet The Team

Douglas Eaton, Accredited Investment Fiduciary®, CDFA®

Wealth Advisor

Phone: (954) 575-9323
Email Doug@efgplan.com

My father’s debilitating illness, rendering him unable to work, inspired me to become a financial advisor and drives my passion for planning to this day….

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Sharon Goldberg

Director of Client Relationships

Phone: (954) 575-9323
Email Sharon@EatonFinancialGroup.com

Sharon has been a valued member of our management team since August 2011. With over 20 years of experience in Corporate Communication, she is in charge of account opening and maintaining superior level service for all our clients.

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Michele Anthony

Director of Operations

Phone: (954) 575-9323
Email Michele@EatonFinancialGroup

Michele joined the firm in March of 2020. She is in charge of running the firm’s operations/automation, managing the firm’s contact management system, maintaining and updating the technology platforms, and assisting clients where needed.

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Susan Town

Compliance and Billing Manager

Phone: (954) 575-9323
Email susan@eatonfinancialgroup.com

Susan handles compliance and client billing functions for the firm. She appreciates the importance of relationships, ownership, and follow-through. A trusted expert in her field for over 20 years, she manages and executes on critical initiatives and tasks for the firm and its clients…

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Elizabeth Eaton

Marketing Associate

Phone: (954) 575-9323
Email lizzie@efgplan.com

Lizzie’s assists with marketing/social media related projects, and moderates client conference calls for the firm. Her passion is how the world communicates with one another through the ever-changing world of marketing. She is currently a student at Florida State University, pursuing a Bachelor of Science degree in Marketing…

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Howard S. Krooks

Elder and Estate Planning

Phone: (954) 575-9323
Email hkrooks@cozen.com

At the forefront of his industry, since 2012 Howard has consulted the firm on elder and trust and estate related matters. His specialty is representing seniors and people with special needs and their families in connection with asset preservation planning, supplemental needs trusts, Medicaid, Medicare, planning for disability, guardianship, wills, trusts, and health care planning with advance directives…

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