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Our Team

David L. Payne

Co-Founder

Since 1978, David Payne has played an integral role in the financial services industry. While his career began in the 403(b) market, he recognized a growing need for educators to receive the financial strategies their demanding jobs...

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Travis Payne

Co-Founder

As Co-Founder of Payne Financial Group, Travis has played an integral role in bringing two practices under one roof. While growing and guiding his own clientele, he has helped build PFG into the multi-disciplinary practice that it is...

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Michael Payne

Financial Representative

As lead Sales Representative at the firm, Michael assists David and Travis in providing a range of investment advice and services. His experience includes 403(b), F.R.S. Pension and D.R.O.P. Programs, the F.R.S. Investment Plan, 401(a)...

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Sarah Geltz

Estate Planning Attorney

Sarah moved to Florida in her teens from Upstate New York and happily adopted the Sunshine State as her home. She received her undergraduate degree in Business Administration from the University of South Florida in 1996. After college...

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Amy Keene

Assistant/Life Insurance Coordinator

As Executive Sales Assistant to Travis Payne, Amy has the esteemed pleasure of aiding Travis and his clients with a multitude of tasks. She entered the financial services industry in 1989 and is an integral part of Payne Financial...

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Janice Bruno

Assistant/Life Insurance Coordinator

Janice started working in the financial industry in 2005 with a strong focus on 403(b) plans and annuities, and has worked specifically with David Payne for the last 4 years. She enjoys being a support to David ...

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Julie Herring

Medicare Specialist

Avoiding the most common mistakes in Medicare can make the difference between having good financial and health security-or not. Choosing the right health care plan that fits your personal needs is one of the most important decisions...

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Gena Flores has worked in the financial services industry for 15 years and has held her current position as the BENCOR Florida Coordinator for the past 10 years. Working closely with FRS participants and employers state-wide, she...

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