David L. Fowler, President

David L. Fowler, raised in Millersport Ohio, moved to Florida in 2000. He and his wife Brandi have called Palm Coast, Florida their home since 2004. David attended Ohio University from 1996-1998 and Ohio State University from 1998-2000. David is a Financial Advisor with LPL Financial and currently holds the Series 66 and Series 7 securities registrations (held with LPL Financial), as well as a Florida Resident 215 License in Life, Health & Variable Annuities.

David believes strongly in serving the community in which he belongs. He was the 2014 Chairmen of the Board for the Flagler County Chamber of Commerce and Affiliates, is a member of the Flagler County Young Professionals, the Flagler County Home Builder's Association and Flagler Beach Rotary Club.  What David enjoys most is spending a relaxing day at the beach with Brandi and their two girls Sienna and Chloe.

Email: David@myallianceteam.com.

Eddie Herrera, CEO

Eddie Herrera was born in Colombia, South America and moved to Palm Coast, Florida in 1977 and has been a Flagler County resident ever since. Eddie has a B.S.B.A Degree in Business specializing in Finance and Marketing from the University of Central Florida. He has been a business owner/operator in Flagler County since 1991. Eddie has a Series 6 Securities Registration (held with LPL Financial) and a Florida Resident 215 License in Life, Health and Variable Annuities. Eddie is also a member of the Estate Planning Council.

Eddie completed the Dave Ramsey's Financial Coaching training in 2010. Eddie is the past President of both the Flagler County Association of Realtors and the Sunrise Rotary Club. He was a former Flagler County School Board Member from 1998 to 2006 and was the first Hispanic to hold public office in Flagler County. Additionally, Eddie speaks Spanish fluently. In his spare time, Eddie enjoys spending active time outdoors with his wife Delilah, volunteering in his community in various service capacities, playing drums at his church, riding his Harley Davidson, teaching Spinning classes and Scuba Diving in the Caribbean any chance he gets with his daughter Isabella.

Dave Ramsey is not an affiliate of Alliance Financial Partners or LPL.

Email: Eddie@myallianceteam.com

 

Renee Franks, Office Manager

Renee was born in Akron, Ohio and relocated to Palm Coast, FL in 1991. She attended North Central University in Minneapolis, MN. Renee has been with Alliance Financial since it's inception. Her incredible organizational skills keeps our team running smoothly. She is the friendly voice that our customers have grown so accustomed to hearing when calling in to our office, and she takes great pleasure in making sure that each and every client is taken care of.

Renee enjoys spending time with her daughter in South Florida, Caribbean Cruises and sharpening her newly found painting skills on canvas.

Email: Renee@myallianceteam.com

 

Katherine Mach, Senior Operations Manager

Katherine is from the Cleveland, Ohio area where she spent the majority of her life until recently moving to Palm Coast, FL in 2015. She attended Cleveland State University and has been in the banking and financial industry for about eight years. Her most recent position was with PNC Investments at their corporate office, where she sharpened her management skills and focused on back office operations. She currently holds the Series 66 and Series 7 securities registrations, and is very excited to not only share the knowledge she has obtained so far, but also to continue to gain much more while managing operations for the Alliance Financial team.

Katherine is enjoying getting involved in all that Palm Coast has to offer with her husband Corey, her son Dylan, and her daughter Lily. She has fun being Dylan's cub scout den leader and going to his baseball games as a family, and she will take every chance she can get to spend some time on the beach with her extended family in St. Augustine.

Email: Katherine@myallianceteam.com

 

Diane Whitt

Diane is a lifelong resident of Flagler County. She was a Flagler County Teacher for thirty years before retiring in 2013. . She also holds her Series 6 and 7 Securities Registrations (held with LPL Financial) and a Florida license for Life and Variable Annuities. Her passion is helping educators understand and work towards filling the income gaps in the FRS pension program; successfully preparing them for retirement.

Email: Diane@myallianceteam.com

 

 

 

Charlie Helm

Charlie Helm was raised in Baltimore, Maryland. He spent most of his adult life in Cleveland Ohio until relocating to Dade City, Florida in 1985. He moved to Flagler Beach in 1989.

Helm began his long, seasoned financial career as a life insurance agent with New York Life in 1958. He went on to join Monarch Life Insurance Company in 1962, where he received his Series 7, FINRA Registration, currently held with LPL Financial. After a long tenure with Monarch Life Insurance as an independent general agent, Helm began his own company, Helm Financial in January of 1985, where he continued to serve his clients with their life, disability, malpractice and investment needs. Charlie is currently associated LPL Financial, a Registered Investment Advisor.

In addition to the longstanding experience and knowledge Charlie Helm brings to Alliance Financial Partners, Inc., he also comes with an impeccable reputation and enduring respect for his service to the Flagler County community. Helm is a proud member of the Flagler Beach Rotary, the Flagler Volunteer Service (RSVP), the Flagler Auditorium Governing Board, the Florida Hospital Foundation, and the Flagler Beach Scenic Highway Friends of A1A. He also served on the board of the Flagler County Chamber of Commerce for six years as well as held the position of Vice President for one year and Secretary for four years. Additionally, Helm is past President of the Estate Planning Council.

Email: charlie@myallianceteam.com 

 

Bill Smith

Bill joined the team at Alliance Financial Partners in July of 2017, but brings decades of financial experience to our team. Bill is a Certified Public Accountant (CPA), a Certified Financial Planner (CFP) as well as a Personal Financial Specialist (PFS). Bill started in the Corporate world working for Nabisco for 21 years in various executive positions in Europe, The Caribbean and Venezuela before transitioning into the Financial Services Industry in 1997. Since then, it has been Bill’s mission to provide reliable, trusted financial services and strategies suited for the specific needs of individuals and small businesses.

Bill is very involved in his community currently serving on the board of The Flagler County Humane Society and a member of Flagler Palm Coast Kiwanis. His past service includes: President of Sunrise Rotary Club Flagler/Palm Coast, President ARC Angels of Flagler as well as Grand Knight-Knights of Columbus #7845.

Bill is married and has four adult children. His hobbies include: golf, gardening, travel and cooking. He also speaks Spanish and German.

Email: bill@wtsmithpfs.com