My Team

 
Kreigh J. Foster

Kreigh J. Foster, CFP®, ChFC®, CLU®, CASL®

Director of Financial Planning
Office 863-688-0300

As Director of Financial Planning & Investments with EGL Financial, Kreigh plays a critical role in helping to ensure our clients achieve their financial goals and objectives. He has been working in the industry for more than a decade and joined the EGL Financial team in December 2013. Kreigh’s extensive experience and attention to detail make him highly skilled at creating financial plans and making investment selections for client portfolios.

 

After getting his degree in Accounting from Butler University, Kreigh began pursuing industry designations to further his knowledge and to be better able to assist clients. He has earned the designations of CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), and Chartered Advisor for Senior Living (CASL®). He also holds his Florida 2-15 Life, Health, and Annuity License and the Series 7 and Series 63 Investment Licenses.

 

As a transplant who is originally from Indiana, Kreigh enjoys spending time with his wife and dogs, going to the beach, working on projects around his house, and attending concerts and comedy shows.

 

Lindsey Gull

Director of Insurance Operations
Office 863-688-0300

As Director of Insurance Operations, Lindsey helps to ensure clients’ needs are met. Her experience in financial services spans almost two decades. Along with her extensive industry experience, she brings strong organizational skills and a love of helping individuals and families achieve financial security.

In her role, she works with our clients to ensure that the underwriting, claims, and service process is completed in a timely, smooth, and efficient manner. She oversees the overall client experience and seeks operational improvements to provide our clients with the best service. Her combination of proficiencies is not only beneficial to the clients of EGL Financial. but also internally for the team.

Lindsey joined EGL Financial in 2005, making her the longest tenured member of the team. She holds her Florida 2-15 Life, Health, and Annuity License and is currently pursuing her Chartered Life Underwriter (CLU®) designation. 

In her spare time, Lindsey enjoys spending time with her husband and children, traveling, and supporting community events.

 

Bret Ptack, MBA, MSF, CIMA®

Director of Investment Operations
Office 863-688-0300

As Director of Investment Operations with EGL Financial, Bret plays an important role in delivering customized investment solutions for our clients.  Bret’s extensive knowledge and experience allow him to implement and monitor individually tailored portfolios for our clients while providing exceptional operational support to our team. 

After receiving his degree in Accounting and Finance from Florida State University, Bret decided to further his education and earned his MBA from the University of Miami along with a Master of Science in Finance degree from the University of Tampa.  He has earned the designations of Certified Investment Management Analyst® (CIMA®), Financial Modeling and Valuation Analyst™ (FMVA®), and Chartered Retirement Planning Counselor (CRPC®).  Bret also holds his Florida 2-15 Life, Health, and Annuity insurance license along with the Series 7 and Series 66 investment licenses. 

Bret was born and raised in Lakeland, FL, and now lives in Lutz with his wife, Jen, and his daughter, Adriana.  He enjoys spending most of his time with his family and watching as many Seminole or Hurricane football games as possible.  Bret also honorably served in the United States Marine Corps as an Amphibious Assault Vehicle Crewman. 

 

Alexandra L Wardell

Marketing Manager
Office 863-688-0300

As Marketing Manager with EGL Financial, Alex helps to create a consistent and recognizable service experience for our clients.  Alex brings strong organizational skills to our team and enjoys helping individuals, businesses and families achieve financial security.  She is currently studying at Florida Southern College in Lakeland, FL and is always seeking to improve the way we interact with our clients.     

 

Eric G Larson
Wealth Management Advisor


EGL Financial

 

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