Broker Check
  
 

Team

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success. Please continue below to learn more about our team and how we can help.

Home Office - Csenge Advisory Group

John Csenge, CIMC, AIF®, CFP®

Founder & Managing Partner

As founder and Managing Director of Csenge Advisory Group, John brings more than 30 years of experience and personal success to the table, both in building relationships, and by helping people build wealth. Since 1979, he has aspired...

Read more

Eric Caisse CFA®, CMT, CFP®

Chief Investment Officer

Eric has been with Csenge Advisory Group since 1997. Having joined right out of college, Eric’s drive and desire to excel in financial planning has resulted in his study and experience in a range of wealth management techniques....

Read more

Steve Csenge, AIF®, CFP®

Wealth Manager & Partner

With over 27 years of financial planning experience, Steve brings a unique background of both individual and institutional financial services. His experience includes Vice President in the Institutional Securities Division of Morgan...

Read more

Jack Csenge, CFP®

Financial Planner

A Certified Financial Planner®, Jack comes to Csenge Advisory Group from Fidelity Investments in the Jacksonville area, where he served as a fixed income specialist and assisted high net worth clients with financial planning. During...

Read more

Chris Csenge, CFP®

Financial Planner

Chris joins Csenge Advisory Group with experience from Merrill Lynch and Fidelity Investments. While with Merrill Lynch Chris supported their financial advisors around the country with account setup and maintenance as well as general...

Read more

Helen Dowler

Chief of Staff

Helen is a Communications, Operations, and Strategic Planning Executive, an MBA with over 20 years in technology, finance, and retail. She has held various executive positions at Hewlett-Packard Company (HP), and leadership positions...

Read more

Kelly Annenos

Director of Client Services

Kelly started in the banking industry in 1981 and continued in this field through 1998 at which time she made the decision to go into the financial services field. Kelly, joined Franklin Templeton in 1998 as a customer service...

Read more

Angela Moore

Executive Assistant

Angela was born in Tulsa OK and relocated to FL in 1993. She joined the Csenge Advisory team in May 2012. Angela is a skilled branch office administrator with experience coordinating and supporting daily operations.

Read more

Helen Lucht, RP®

Branch Office Manager

Helen has been in the Tampa office since 2007 and is usually the friendly voice answering the telephone. Along with handling day-to-day service items, she handles client inquires, processes paperwork, schedules appointments and...

Read more

Henry J. Kulig, III

Financial Planner

Henry is a Financial Advisor affiliated with Csenge Advisory Group. He has over 30 years of experience in the financial industry. Since 1984 he has been a trusted advisor and has built a successful wealth management practice in the...

Read more

Frank Oliver

Financial Planner

Frank joins Csenge Advisory Group after decades as an independent financial advisor and bring with him extensive client service experience with mutual funds, life insurance, and holistic financial planning. A University of Miami...

Read more

Susan Brandley

Financial Planner

Susan is a Financial Advisor affiliated with Csenge Advisory Group. She has over 25 years of experience in institutional proprietary fund management, global capital markets, and personal financial planning. Susan joined the group in...

Read more

Donna Castellanos

Administrative Assistant

A Clearwater resident since 1960, Donna comes to Csenge Advisory Group with more than 4 decades of experience in the financial services industry. She began as a Sales Assistant with Merrill Lynch in 1975. Over the years, she moved up...

Read more

Karina Horrnik

Director of First Impressions

Karina graduated from Florida State University with a Bachelor’s degree in Marketing and Professional Sales where she was a member of the University’s nationally ranked professional sales team. She now assists in the...

Read more