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OUR TEAM

MICHAEL J SIEVERT CFP®

MICHAEL J SIEVERT CFP®

President

MICHAEL J SIEVERT CFP®
Mike Sievert is a CERTIFIED FINANCIAL PLANNER™ professional with over 30 years of financial planning experience. He is the President and Founder of Exclusive Advisors. Mike has lived in Jacksonville, FL for over 53 years.

JASON C. GRIGGS, CRPC®

JASON C. GRIGGS, CRPC®

Certified Retirement Planning Counselor

For over 18 years, Jason Griggs has specialized in advising business owners and high-net worth individuals.  He is a graduate of Indiana University with a degree in Business Administration.

STANLEY LEWANDOSKI II, RFC®

STANLEY LEWANDOSKI II, RFC®

Case Manager

Stan Lewandoski brings over 20 years of financial planning experience to Exclusive Advisors. He is a graduate of Western Maryland College with a degree in Business Adminstration with an emphasis on economics.

ERIC M SIEVERT

ERIC M SIEVERT

Director of Business Development

Eric joined Exclusive Advisors LLC in September 2023 after transitioning over from Fidelity Investments where he was a high net worth associate for over two years.


DALE C. FARMER

DALE C. FARMER

Financial Advisor

Dale Farmer is a advisor with over 43 years of investment experience. He has a Bachelor of Arts degree in Economics from the University of Delaware.  



ALAN J SIEVERT

ALAN J SIEVERT

Director of Operations

Alan joined Exclusive Advisors LLC in September 2023 after graduating from the Jim Moran College of Entrepreneurship.



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