MISSION STATEMENT

To be your trusted fiduciary through independent, unbiased, and non-proprietary financial guidance.

The Sunrise Team

Nick J. Russell CRPC®

Co-Founder, Investment Advisor
407-237-0117

Nick J. Russell has more than 14 years of experience working with individuals, families, and their closely held entities serving as an Investment Advisor Representative.

Prior to founding Sunrise Wealth Advisors, Nick was a dedicated financial advisor at a large, wire house financial firm. He is now actively-involved in the Sunrise office as an Investment Advisor Representative and CRPC®. Nick serves in a variety of community and professional activities and is always looking for the next opportunity to volunteer and give back. Causes with personal meaning include supporting the ASPCA® and the Mesothelioma Cancer Alliance.

Nick graduated with a degree in Wealth Management from Virginia Tech and currently resides in Central Florida. In his spare time, he enjoys traveling, spending time with his family and friends, golfing, and rooting for the Virginia Tech Hokies and Orlando Magic sports teams, respectively.

Series 7 General Securities Representative
Series 66 Uniform Combined Securities Law
Florida 2-15 Life, Health and Variable Annuities
Chartered Retirement Planning Counselor®, CRPC®
 

David I. Strunc CRPC®

Founding Partner, Investment Advisor
407-237-0116

David has been in the Financial Services industry for over 15 years. He is a Founding Partner of Sunrise Wealth Advisors and currently serves as a Financial Advisor within his firm. David prides himself on providing financial services to a select group of families in Central Florida, occasionally servicing out-of-state clients as well. Additionally, David is devoted to coaching and training financial advisors.

David's roots are based in Chicago, though he spent the later years of his childhood in North West Indiana. He relocated to Florida in 2000 and graduated from Florida State University in Tallahassee, Florida with a Bachelor of Science in Economics and Finance.

An interest to invest in rental real estate developed when David first moved to Florida. As his passion for investing grew, he correlated those interests by accepting a position with a major financial services company. His role as an Investment Services Advisor provided valuable financial experience, exposing him to a host of different (individual and business) clients with varying situations.

David's current practice at Sunrise focuses on Financial and Estate Planning; this includes Retirement, Investments, Insurance and other financial services. His expertise is centered around the Florida Retirement System ( DROP ) plan. David assumes many roles to accommodate the DROP Program, including titles as a rollover specialist, small business planning specialist, retirement income expertise, and estate and risk management.

David holds the following Licenses, Registrations, and Designations:

Series 7: General Securities Representative
Series 66: Uniform Combined Securities Law
Florida 2-15 Life, Health and Variable Annuities
Chartered Retirement Planning Counselor® (CRPC®)
 

David I. Strunc CRPC®

Co-Founder, Investment Advisor
407-237-0116

David has been in the Financial Services industry for over 18 years. He is a Founding Partner of Sunrise Wealth Advisors and currently serves as a Financial Advisor within his firm. David prides himself on providing financial services to a select group of families in Central Florida, occasionally servicing out-of-state clients as well. Additionally, David is devoted to coaching and training financial advisors.

David's roots are based in Chicago, though he spent the later years of his childhood in North West Indiana. He relocated to Florida in 2000 and graduated from Florida State University in Tallahassee, Florida with a Bachelor of Science in Economics and Finance.

An interest to invest in rental real estate developed when David first moved to Florida. As his passion for investing grew, he correlated those interests by accepting a position with a major financial services company. His role as an Investment Services Advisor provided valuable financial experience, exposing him to a host of different (individual and business) clients with varying situations.

David's current practice at Sunrise focuses on Financial and Estate Planning; this includes Retirement, Investments, Insurance and other financial services. His expertise is centered around the Florida Retirement System ( DROP ) plan. David assumes many roles to accommodate the DROP Program, including titles as a rollover specialist, small business planning specialist, retirement income expertise, and estate and risk management.

David holds the following Licenses, Registrations, and Designations:

Series 7: General Securities Representative
Series 66: Uniform Combined Securities Law
Florida 2-15 Life, Health and Variable Annuities
Chartered Retirement Planning Counselor® (CRPC®)
 

Ann Steward

Executive Assistant
(407) 203-3960

 Ann joined the Sunrise Wealth Advisors team in October 2015. She works alongside Nick J. Russell and David I. Strunc, supporting them and their clients. She is actively involved in working to improve the measurable outcome of business objectives including client support, branding, and content publishing.

Ann is a Notary Public in the State of Florida and an active member of the American Association of Notaries. She believes strongly in making our office represent a more sustainable environment, giving back to the community in her spare time, and acting as a Team Leader through Hands on Orlando volunteer opportunities. 

Ann earned her Bachelor of Science in Business Administration from the State University of New York at Geneseo in 2014. She has a background in web, graphic, and interior design. Our Executive Assistant continually strives for educational growth in business management, SEO, coding, and anything IT-related. Ann currently resides in Orlando, Florida with her dogs, Dolce and Naya.

Patricia A. Gleason CRPS®

Investment Advisor Representative
352-871-7171

Patricia (“Pat” or “Trish”) has over 25 years of diverse experience in the financial industry. She consistently strives to go above and beyond for her valued clients, even becoming licensed in 2019 as a Florida realtor to better understand the system and her clients’ potential for passive income options. 

An Illinois native, Pat attended Southern Illinois University, The American College and ITT University, Santé Fe Community College. Pat has served a multitude of C-Suite executives over the years, fulfilling elite roles such as vice-president and senior corporate account executive. 

Today, Pat continues to be passionate about helping individuals plan and visualize their retirement income strategies. She specializes in creating advanced financial plans that include assets from inheritance, insurance policy proceeds, DROP programs, 401(k)/403(b) options, retirement accounts, and any other taxable assets. Pat assists her clients in researching their downside protection options and offers guidance in estate and risk management.

Pat holds the following licenses, registrations, and designations:

Series 7: General Securities Representative
Series 66: Uniform Combined Securities Law
Florida 2-15 Life, Health and Variable Annuities
Chartered Retirement Plan Specialist® (CRPS®)
Licensed Florida Realtor 

She is a member of:

Pension Network Organization (WIPN) 
Women in Defense (WID)
Gainesville Westside Baptist Church
Gainesville Christian Women’s Network

Pat enjoys visiting her three grown children and nine grandchildren (5 of whom are recently-adopted and biological siblings), all residing in Orlando, Florida. In her downtime, she enjoys kayaking, sewing, boating and her 2 rescue horses. 
 

Victoria Lomba

Front-end Coordinator
(407) 351-FIRM (3476)

Victoria is currently studying at Valencia College, scheduled to graduate December 2020 with her Associate Degree in Arts. In 2021, she plans to pursue a Bachelor Degree in Marketing at the University of Central Florida. Victoria joins the Sunrise team with 5 years of excellent client service, along with specializations in Adobe Photoshop and general video design.

Victoria was born and raised in Orlando, Florida. She has a passion for anything car-related, and enjoys spending time with her 2 dogs (Billy Joe and Lady) and 3 cats (Tom, Mr. Kitty, and Lilly).