WELCOME TO YOUR NEW HOME IN THE FINANCIAL INDUSTRY Discover a Culture Where Advisors Thrive

John Piotrowski, CFP^®, APMA^™, CRPC^™
President, Managing Partner, LFG
Financial Advisor, RJFS

John brings determination and honesty to his approach to financial services. Combining his experience in the world of business advisory solutions and finance, a strong depth of service and a robust mix of investment options, John can deliver a comprehensive package that empowers clients to confidently pursue their greatest aspirations.

As demonstration of his experience, John is a Certified Financial Planner^™ professional with almost two decades of experience, plus he holds the Accredited Portfolio Management Advisor^™ (APMA^™) and Chartered Retirement Planning Counselor^™ (CRPC^™) designations. These are awarded to financial advisors who demonstrate high levels of competency and attention to detail across multiple financial service disciplines. His designations are further backed by Bachelor of Science degrees in finance and marketing from Florida State University.

John specializes in private wealth, strategic business planning and qualified plans which enables him to play an active role in helping his clients strive for their financial goals through a personalized, knowledgeable approach. Joining Raymond James in 2023, John and his team have access to a suite of flexible, industry-leading technology tools and resources to pursue each client’s individual needs.

Richard P. Holsan
Vice President, LFG
Financial Advisor, RJFS

Rich cares about what’s most important to his clients. Whether it’s saving for a college fund, retiring the way they want or making smart financial investments, Rich fully understands that every person’s financial goals are individual to them – and demands a personalized approach in order to pursue those goals.

Rich is an experienced investment professional, with over 40 years of service in the financial services industry, working through multiple major market cycles. On a day-to-day basis, he helps his clients navigate the challenges and opportunities of a changing market. The personalized advice that Rich offers each of his clients can help them prepare for both the expected and unexpected moments in life. His goal is to help his clients feel more confident, connected and in control of their financial life.

Rich joined Raymond James in 2023 along with the Leeward Financial Group, and has previously held positions at organizations including Ameriprise, Citibank Private Bank, Smith Barney Wealth Management and Merrill Lynch, serving as a vice president in all. His experience as a financial professional is further backed by a Bachelor of Science in economics with a minor in finance from Iona College in New York.

Scott Gribbons, APMA^™, CRPC^™
Vice President, LFG
Financial Advisor, RJFS

Scott is no stranger to taking complex problems and simplifying strategies and answers in a way that empowers his clients to make the right financial decisions for them. Primarily supporting both pre-retirees and retirees with retirement planning, Scott’s approach to financial services is one that involves listening to his clients more than talking.

Scott holds both the Accredited Portfolio Management Advisor^™ (APMA^™) and Chartered Retirement Planning Counselor^™ (CRPC^™) designations. These are awarded to financial professionals who specialize in creating, curating and preserving investment strategies, as well as retirement planning. After 17 years with Ameriprise, Scott joined Raymond James in 2023, along with the Leeward Financial Group. His certifications and experience are backed by a Bachelor of Science in management information systems from Florida State University.

On a day-to-day basis, Scott focuses on delivering comprehensive financial planning that helps give his clients clear and personalized advice. He strives to achieve this by having a schedule of meetings and communication with each client to review progress over time and help ensure they’re still on track. Scott also spends time in investment committee meetings to discuss ideas, market outlook and forward-thinking suggestions for his clients’ strategies.

Doreen Gest
Practice Business Coordinator

Doreen plays a key role in ensuring our office runs efficiently, and provides valuable support for our financial advisors and clients. Along with the team at Leeward Financial Group, Doreen joined Raymond James in 2023. Prior to that, she was a practice manager at Ameriprise. Today, as a practice business coordinator, Doreen spends the majority of her time handling complex transactions, lending and trading practices for the team.

When a challenge arises, Doreen is skilled at problem-solving. She’s well-versed in navigating compliance practices, catching many potential issues before they can evolve into more complex problems. She’s also responsible for overseeing how the team at Leeward Financial Group runs, by tracking business operations.

Doreen’s experience as a practice business coordinator is backed by a Bachelor of Science in management from the University of Tennessee as well as an MBA in finance from Florida Atlantic University. She resides in Coconut Creek, Florida with her four children.

Janice Leechalk
Client Services Manager

As a client services manager with nearly a decade of experience, Janice is dedicated to making the client experience effortless and seamless. Her goal is for every client to leave a meeting or call feeling heard and confident that their needs have been met. With her patience and excellent communication skills, Janice excels at delivering personalized service.

In her day-to-day role, Janice ensures that the financial advisors at Leeward Financial Group are fully supported and prepared. This includes managing schedules, opening accounts, providing web support, and equipping her team with the insights and resources they need to meet each client’s individual goals.

Marci Griffin
Senior Registered Branch Associate

Marci Griffin brings three decades of financial services industry experience to the Admin Extension team. She holds her Series 7 and 66 General Securities licenses along with a Nevada health, life and variable annuities/variable life insurance license.

Marci’s mission is to provide every client and advisor a high level of personal service with integrity. In her spare time, she enjoys spending time with family and friends, hiking, biking and exploring new restaurants. Animal rescue and care is also a cause that is near and dear to Marci’s heart.

Robert Margolies
Investment Portfolio Specialist

After 6 years of working at a hedge fund and family office, Rob joined Leeward Financial Group in 2024, in the Investment Specialist role. He holds a Bachelor of Science in finance from Quinnipiac University.

On a daily basis Rob is focused on looking at new investment opportunities that would best fit clients needs. He also spends his days looking at current client investments and staying up on current market news that may impact a client’s portfolio.

Originally from New Jersey. He now lives in Loxahatchee with his wife Victoria and his daughter. In his free time he enjoys spending time with his family, fishing, and traveling.

Thomas Sawyer II
Financial Advisor

Meet Tom Sawyer, our experienced CPA and financial planning professional. With a career rooted in running a thriving accounting practice alongside his father, Tom brings a wealth of knowledge and insight to our team at Leeward Financial Group.

Tom's passion lies in providing proactive tax strategies, offering invaluable business growth advisory, and delivering comprehensive decision support to our clients. His expertise doesn't just stop at tax preparation, it extends to crafting tailored financial plans that empower individuals and businesses to reach their goals.

Shawn Seepaul
Client Service Associate

With nearly a decade of experience in banking, including five years in premier banking and wealth management, Shawn developed a passion for guiding clients on their financial journeys. My focus has always been on providing actionable advice and helping individuals start from where they are to achieve their goals.

Transitioning into this new sector has its challenges, but he is committed to continuous improvement and acquiring new skills. He believes in the pursuit of excellence and strives to perform at his best. Although perfection is unattainable, he drives himself to get better every day. His goal is to make a meaningful difference in my workplace and the lives of his clients.

Outside of work, he’s a simple guy who enjoys hitting the gym, eating healthy, and spending time fishing.