David L. Fowler Wealth Advisor, CFO, CPFA, MRFC
I am a co-owner and one of the original founders of Alliance Financial Partners Inc. Currently my role is the President and CFO of the company. I have a bachelor’s degree in accounting, the Certified Plan Fiduciary and Master Registered Financial Consultant designations. For roughly the last 20 years I have been assisting families with strategies that strive to accomplish their financial goals and pursue the type of lifestyle they dream of, while also aiming to provide a legacy for their family.
My role in the company is mostly analytics for portfolio management to increase client reward vs risk, seeking strategies for minimizing taxes while also maximizing client benefits, and advanced comprehensive financial planning techniques to reduce unexpected risk in retirement.
Behind the scenes I manage a top-of-the-line group of service professionals with decades of combined industry experience. Our goal collectively as a team is to provide a client experience and level of service that exceeds client expectations.
Eddie Herrera Wealth Advisor, BFA, CPFA, RFC, CEO
I am a co-founder and CEO of Alliance Financial Partners. I graduated with a B.S.B.A degree from The University of Central Florida in 1991, which lead me into an extensive background of 23 years in real estate and 10 years in custom home building. In 2010 I transitioned full time into the financial services industry, and it was without a doubt where God wanted me to land in my professional career.
As a financial fiduciary for advisory clients, my primary role in our practice is focused on holistic financial planning for our clients. The majority of my time is spent in the financial planning process, engaging and counseling with our clients and business owners. Our in-depth planning process helps our clients create, plan and execute their financial plans so they can have confidence that their goals and needs will be at the forefront of our relationship.
When I am not face to face with our clients, I am responsible for planning and executing our client experiences. We take a lot of pride in creating a service driven model with our team that is truly client focused. As CEO, I am constantly monitoring our office systems and workflows that aim to deliver a world-class experience to our clients. In addition, I am responsible for the practice marketing strategies and client/social interactions which we thoroughly enjoy, and remains a cornerstone to engaging with our clients outside of our office.
Chere Smith VP Wealth Management Operations
Having over 14 years in the financial industry, I provide operational and technical client service support with a heavy focus on trading transactions. This includes onboarding new assets into custom models, daily rebalances for cash needs, and implementing annual portfolio reallocations.
I am the primary support for annuity applications , alternative investments, required minimum distributions, death claims and estate closings.
Lastly, I provide KPI reports to the principals and compliance updates to the team as needed.
Jessica Otaviano Senior Client Operations Specialist
I started with the team as a Client Service Associate in 2019, and have grown into my new role as the account opening specialist for our firm. I also assist with client money requests, rollover requests, withdrawals/contributions, 401K/retirement accounts, death claims, and all other client account updates. I also train our new staff as our team grows to better serve our clients.
Bonnie Binns Client Operations Specialist
I am the first person to greet you when you walk into the office, and probably the first voice you hear on the phone when you call us. Being your first point of contact, I make it a priority to make our clients and prospects feel comfortable. I assist with scheduling all appointments, keeping the office organized and tidy, and assist our office staff with projects and administratuve tasks they may need.
Behind the scenes, I aid David and Eddie gathering forms, prepping the conference room and updating client information for their appointments.
I do my best to ensure our clients have a first class experience.
Diane Whitt LPL Financial Advisor
As a financial advisor since 1994, I listen to my clients and understand where they are in their lives. Once they share their goals and dreams, we will work together to build a financial plan to help create their road map . The plans we create are subject to change as life happens. Therefore it's important during my client reviews to stay up to date on what changes need to be made or revised in order to keep their plans current.
I have deep roots seeded here locally due to being both born and raised in Flagler County. I am also a retired teacher with 30 years' experience with Flagler County Schools. Therefore, I am well versed in the Florida Retirement System/DROP. This experience has given me a unique opportunity to have been able to help many of my clients retire from the school system, as well continue to work with those currently employed in the school district. As an independent financial advisor, I have an abundance of investments that I can offer my clients beyond the scope of traditional retirement plan options many were accustomed too.
My clients are so excited when they are able to retire and I am honored to be able to assist them in the transition into the new season in their lives.
Connor Fiorenzo Wealth Management Operations
I joined the financial services industry in 2023, bringing a strong foundation in retirement planning and trade processing. At Alliance Financial Partners, Connor provides essential trading and operational support—helping clients seamlessly onboard and transition into personalized, managed portfolios. His responsibilities include assisting advisors with coordinating portfolio rebalancing to meet cash flow needs, supporting required minimum distributions, and administrative duties with annuities and alternative investments.
Connor also plays a key role in paraplanning and client reporting, aiming to ensure each client receives attentive, detail-oriented service throughout their financial journey.
Susan Rogers
Client Service Associate
As the first face you’ll see in the office—and often the first voice you’ll hear on the phone—Susan is committed to creating a warm, welcoming experience for every client and prospective client.
Susan has called the Palm Coast community home for more than 36 years. If she doesn’t already know you, she’ll make it a priority to do so and to help you feel comfortable and supported from the moment you arrive.
In her role, Susan schedules appointments, helps keep conference rooms and client spaces organized and ready, and supports the team with administrative duties, projects, and day-to-day tasks.
Susan looks forward to meeting you soon.
