Our Team
Money Armour helps clients understand, and grasp the Who, What, Why, and How of their financial future. We work with our clients identifying needs, setting goals, protecting their assets, defining income and return on investments, helping with needed tax planning, establishing priorities and implementing systematic actions to achieve those goals.
Donald E. Wallace, CEBA, CRPC®, and CEO
At age 21, Don became an owner of one NAPA Auto Parts store and grew to multiple stores consisting of NAPA, AutoPro, and CarQuest. He also opened a specialized race engine building machine shop, Wallace & Dewitt, until selling them to a large corporation. At the same time, he campaigned for the racing circuits of IHRA, AHRA, NHRA, ARCA, USAC, and NASCAR.
Don realized, from his own personal experiences, the power of strategic planning structures such as tax reduction rate i.e., asset protection, income stabilization, and personal goals, as well as the importance of needing to know what, why, when, where, who, and how. In 1986, Don changed his career and has since obtained his Series 7, 63, 65, 66 Registrations, and Series 24, Registered Principal Registration. Other credentials obtained are a CEBA (Certified Estate & Business Analyst) and CRPC (Chartered Retirement Planning Consultant), as well as life and health licenses...
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At age 21, Don became an owner of one NAPA Auto Parts store and grew to multiple stores consisting of NAPA, AutoPro, and CarQuest. He also opened a specialized race engine building machine shop, Wallace & Dewitt, until selling them to a large corporation. At the same time, he campaigned for the racing circuits of IHRA, AHRA, NHRA, ARCA, USAC, and NASCAR.
Don realized, from his own personal experiences, the power of strategic planning structures such as tax reduction rate i.e., asset protection, income stabilization, and personal goals, as well as the importance of needing to know what, why, when, where, who, and how. In 1986, Don changed his career and has since obtained his Series 7, 63, 65, 66 Registrations, and Series 24, Registered Principal Registration. Other credentials obtained are a CEBA (Certified Estate & Business Analyst) and CRPC (Chartered Retirement Planning Consultant), as well as life and health licenses...
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Dane Wallace, Wealth Coach
A graduate of the University of Florida with a Bachelors Degree in Finance, Dane was an active member of the Professional Business Fraternity, Delta Sigma Pi and a member of the National Society of Colligate Scholars.
Dane has been helping clients since 2001 with their retirement and income planning needs. Dane currently holds the FINRA Series 7 and Series 66 Registrations, as well as the Life, Health and Variable Annuity insurance licenses. Dane is working towards additional licenses and designations that will afford him to be more knowledgeable and be of more value to his clients, which includes his Certificate in Financial Planning from Florida State University. Dane and his wife Alia, live in Sarasota and are excited to be starting a family.
A graduate of the University of Florida with a Bachelors Degree in Finance, Dane was an active member of the Professional Business Fraternity, Delta Sigma Pi and a member of the National Society of Colligate Scholars.
Dane has been helping clients since 2001 with their retirement and income planning needs. Dane currently holds the FINRA Series 7 and Series 66 Registrations, as well as the Life, Health and Variable Annuity insurance licenses. Dane is working towards additional licenses and designations that will afford him to be more knowledgeable and be of more value to his clients, which includes his Certificate in Financial Planning from Florida State University. Dane and his wife Alia, live in Sarasota and are excited to be starting a family.
Marnie Keller, CPA and Wealth Coach
Marnie Keller received her Bachelor's of Science degree in accounting from University of South Florida. She has been a licensed Certified Public Accountant in the state of Florida since 1992 and is a member of the AICPA. She also holds her FINRA Series 7, Series 65 and Series 63 Registrations, and life & health insurance license. She has over 18 years experience in tax and estate planning for individuals and business owners. She has been serving the Cape Coral and Fort Myers, FL area as a Certified Public Accountant since 2003.
www.MJKellerCPA.com
Marnie Keller received her Bachelor's of Science degree in accounting from University of South Florida. She has been a licensed Certified Public Accountant in the state of Florida since 1992 and is a member of the AICPA. She also holds her FINRA Series 7, Series 65 and Series 63 Registrations, and life & health insurance license. She has over 18 years experience in tax and estate planning for individuals and business owners. She has been serving the Cape Coral and Fort Myers, FL area as a Certified Public Accountant since 2003.
www.MJKellerCPA.com
Joseph Webb III, CLTC
Joseph Webb III, CLTC has joined Money Armour, A Wealth Management Company of Centaurus Financial, Inc. Joe, originally from Cleveland Ohio, has established several successful businesses in South Florida over the past 18 years in addition to serving in the Air Force for 25 years. He specializes in financial planning for small businesses, families and individuals. Joe maintains a serious commitment assisting individuals, Churches, families and small businesses in reaching the next level in their financial development and success. He accomplishes these through Financial Seminars, Counseling, and strategy sessions where retirement objectives, asset protection, tax planning, and other financial goals are realized. Joe received his education through Kaplan Financial University. He is a member of the Fellowship of Christian Financial Advisors and Founder and President of Twin Peaks Financial Ministries. Joe has a monthly column in the Gospel Truth called "Your Economic Harvest" and is heard occasionally on AM 1490 WMBM where he is the resident financial consultant.
Joseph Webb III, CLTC has joined Money Armour, A Wealth Management Company of Centaurus Financial, Inc. Joe, originally from Cleveland Ohio, has established several successful businesses in South Florida over the past 18 years in addition to serving in the Air Force for 25 years. He specializes in financial planning for small businesses, families and individuals. Joe maintains a serious commitment assisting individuals, Churches, families and small businesses in reaching the next level in their financial development and success. He accomplishes these through Financial Seminars, Counseling, and strategy sessions where retirement objectives, asset protection, tax planning, and other financial goals are realized. Joe received his education through Kaplan Financial University. He is a member of the Fellowship of Christian Financial Advisors and Founder and President of Twin Peaks Financial Ministries. Joe has a monthly column in the Gospel Truth called "Your Economic Harvest" and is heard occasionally on AM 1490 WMBM where he is the resident financial consultant.
Willie "Chico" Nelson, Director of Marketing
Chico received his Bachelor’s Degree from The Ohio State University, majoring in History with a minor Marketing. A four year letter winner of the Ohio state football team; Chico was elected Team Captain of the 1993 Big Ten Championship Buckeyes and was selected First Team All-Conference his senior season. Chico went on to play three years in National Football League.
After retiring from the NFL, Chico has worked with Fortune 500 companies for the past fifteen years in Marketing and Operations. In 2009, Chico joined Money ArmourSM as the Director of Marketing and is a candidate to take the FINRA Series 66 Registration exam. Chico has one daughter that lives in Atlanta and is graduating this year and preparing to attend Arizona State University. Chico enjoys volunteering his time and mentoring youths around the city of Sarasota through various programs.
Chico received his Bachelor’s Degree from The Ohio State University, majoring in History with a minor Marketing. A four year letter winner of the Ohio state football team; Chico was elected Team Captain of the 1993 Big Ten Championship Buckeyes and was selected First Team All-Conference his senior season. Chico went on to play three years in National Football League.
After retiring from the NFL, Chico has worked with Fortune 500 companies for the past fifteen years in Marketing and Operations. In 2009, Chico joined Money ArmourSM as the Director of Marketing and is a candidate to take the FINRA Series 66 Registration exam. Chico has one daughter that lives in Atlanta and is graduating this year and preparing to attend Arizona State University. Chico enjoys volunteering his time and mentoring youths around the city of Sarasota through various programs.
Kim Wallace, Operations Manager
Kim is currently the Operations Manager. She has worked as an ITT representative for a telephone company and as an administrative assistant for a large construction company. For the past fifteen years, she has managed all general areas for an independent financial services office such as compliance, implementing office procedures, marketing, accounting, payroll, commissions, and overall organization and functionality. She also offers support to staff, as well as employee training. Kim is the wife of Don Wallace and has worked with Don throughout their 24 years of marriage.
Kim is currently the Operations Manager. She has worked as an ITT representative for a telephone company and as an administrative assistant for a large construction company. For the past fifteen years, she has managed all general areas for an independent financial services office such as compliance, implementing office procedures, marketing, accounting, payroll, commissions, and overall organization and functionality. She also offers support to staff, as well as employee training. Kim is the wife of Don Wallace and has worked with Don throughout their 24 years of marriage.
