Randy Pattison has been the managing director of Belleair Wealth Management, LLC since acquiring it in 2012.

He received a Bachelor of Science degree in Management and Marketing from Indiana University and a Master of Theology from Trinity College and Seminary. He has completed continuing education in financial software, securities, and trust management. He previously held Series 7 and Series 63 registrations and currently holds a Series 65 registration. He also holds a Florida 2-15 Life, Health & Variable Annuity insurance license and the Certified Trust and Fiduciary Advisor (CTFA®) designation.

Randy and his wife, Lisa, have been married for more than 30 years and have four children.  Randy enjoys golfing and outdoor activities.

David Kruis has been a Wealth Advisor with Belleair Wealth Management since 2015. He has worked in the financial services industry for several decades and has held positions with Palm Investment Strategies, American Wealth Management, and Raymond James Financial Services.

David received a Bachelor of Arts degree in Business Administration from Calvin University in 1972. He previously held Series 7 and Series 63 registrations and currently holds a Series 65 registration, as well as a Florida 2-15 Life, Health & Variable Annuity insurance license.

Tiffany Stokes serves as a Business Operations Specialist at Belleair Wealth Management. She has more than 13 years of experience in relationship management and business operations within the financial services industry.

Prior to joining Belleair Wealth Management, Tiffany served as a Senior Client Service Manager at a registered investment advisory firm in Clearwater, Florida. She received a Bachelor of Science degree in Business Management from St. Petersburg College and is a Florida Notary Public.

Outside of work, Tiffany enjoys traveling in her RV, kayaking, and spending time outdoors.