Frank Armstrong, CFP®, AIFA®

Founder / CEO

Frank Armstrong, founded Investor Solutions, Inc. to provide investors with objective advice and leading edge investment management. He is a pioneer in integrating academically driven portfolio management techniques with institutional best practices for individual investors around the world.

Frank has over 35 years experience in the securities and financial services industry. He holds a B.A. in Economics from the University of Virginia and is a CERTIFIED FINANCIAL PLANNER® practitioner. His best selling book The Informed Investor was cited by Business Week as one of the best investment books of 2002. His first publication, Investment Strategies for the 21st Century, is one of the first books ever published and serialized on the internet in multiple languages.

Frank Armstrong was also a featured columnist on Morningstar.com for a number of years and is a frequent contributor to CNNfn.com, AccountsWorld.com, and Fundsinteractive.com. He has also appeared on "CNN Headline News", "Your Money with Stewart Varney", "PBS Morning Business Report", and Net Financial News. He has also been featured on numerous radio shows around the country including CNBC, Money Life with Chuck Jaffee, and Public Radio stations around the country. Frank is widely quoted in the media and lectures nationwide on principles of investment management.

Frank is the Chairperson of the Investor Solutions Investment Committee, is an Accredited Investment Fiduciary and Accredited Investment Fiduciary Auditor.

Frank also served as Chief Investment Strategist for Direct Advice and has served on several boards of directors including the Advisory Board of Florida International University's (FIU) International MBA Program and the United Way of Miami Dade Professional Advisory Board and currently contributes professional education courses to the FIU's CFP® Advisory Board.

Frank is a Vietnam Veteran, former US Air Force Pilot and flight instructor and he was also a Commercial Airline Pilot. He enjoys reading, traveling and boating.

Lettie J. Bien, Esq.

Director of Marketing & Business Development

With over 20 years of community engagement coupled with marketing, sales and legal experience, Lettie J. Bien joined Investors Solutions, Inc. as its first Director of Marketing & Business Development.

She is responsible for the firm’s entire marketing and new business focus to include public relations, website development and civic and charity involvement. She brings the successful and fiduciary oriented Investor Solutions story to potential clients and explores new and productive opportunities.

Lettie has a BS from Florida State University, a MA in Administration & Management from Webster University (Pope AFB Campus) and her JD from University of Miami Law School. A process improvement advocate, she also holds a Six Sigma Green Belt from Villanova University.

Lettie began her diversified career as the regional sales & marketing representative for a national medical equipment & supply corporation. She worked for a period as a financial planner for CIGNA Financial Services where she quickly developed a significant practice with small business owners and individuals. She practiced law for 15 years in the areas of tax, estate planning and general business matters. Lettie was also a Certified Court Mediator. Subsequent to her law practice, she spent 4 years as the President/ CEO of the Coral Gables Chamber of Commerce. Most recently, Lettie has served as an independent project consultant for various private and public sector entities.

She is an active member of the International Women’s Forum, the FEDEX Orange Bowl Committee and the City of Coral Gables Emergency Management Board. She serves on the Board of Trustees of Mount Sinai Medical Center where she is the assistant treasurer. She is actively involved with various projects in support of the US military veteran to include being named as Champion for the funding of a Fisher House in the Miami area.

Lettie is an Iraq War Veteran; having recently retired as a Colonel from the US Army/US Army Reserves after a distinguished 30 year career in Intelligence and Special Operations. Among other recognition for her service, Lettie is the recipient of the Distinguished Superior Service Medal, the Legion of Merit and Bronze Star.

Lettie joined the firm in 2007.

Maggie Boone

Client Service Associate

Maggie is responsible for trading, providing clients with online access to their accounts, preparing and submitting client IRA distributions, and assisting clients with administrative requests.

Maggie also serves as a liaison between the clients and their custodians.

She is completing her Bachelor's at Florida's Miami Dade College.

Maggie joined the firm in 2006

Jeremy Carpenter

Portfolio Analyst

Jeremy is a graduate of the University of Illinois, Chicago campus, where he earned a Bachelor’s degree in Business Administration with an emphasis in Finance.

He comes to us from E*TRADE Securities where he was a Market Maker/Specialist. He holds series 7,63, and 55.

Jeremy previously served entirely in an operations based capacity as an Client Service Associate, but has since moved on to the advisement side of the business. He assists with the periodic analysis of client’s portfolios as well as the preparation of their performance reports, presentations and more.

Jeremy is currently attending the University of Miami’s MBA program for International Business and Finance.

Jeremy joined the firm in 2006.

Richard Feldman, CFP®, MBA, AIF®

Partner / Senior Financial Advisor

Richard brings a wealth of experience to Investor Solutions in advising clients on portfolio construction, risk management strategies, and retirement planning. His experience includes financial planning, trading and client advice with three financial planning firms prior to joining Investor Solutions.

Richard is a graduate from the University of Miami where he received his Bachelor's in Business Administration with an emphasis in Accounting. He also holds a Master's degree in Business Administration with a concentration in Finance from the University of Rhode Island.

Richard also completed a comprehensive two year Financial Planning Curriculum through Florida Gulf Coast University and is a CERTIFIED FINANCIAL PLANNING® practitioner and is a member of Investor Solutions' Investment Committee. He has over ten years' experience in the financial services industry

Richard is a frequent contributor of financial articles to websites and newsletters such as AccountantsWorld.com and our own Informed Investor newsletter.

He is a member of the Financial Planning Association, the Estate Planning Council of Miami and the Jewish Federation Young Leadership program.

Richard joined the firm in 2002. Richard enjoys spending time with his family, golfing and boating.

Robert J. Gordon, MBA, CFP®

Senior Financial Advisor

With more than twelve years of experience in the financial services industry, Robert brings a wealth of experience to Investor Solutions in portfolio construction and financial planning for high net worth clients and their families. His prior experiences include extensive work in comprehensive financial planning, trading derivative securities for a major international oil company and working in economic development with the U.S. Peace Corps in Central America.

Robert has a Bachelor of Arts in Economics from Dartmouth College and an MBA from the Darden Graduate School of Business Administration at the University of Virginia. Additionally, he is a CERTIFIED FINANCIAL PLANNING® practitioner.

Robert’s community involvement includes membership in the Dartmouth Alumni Clubs of Miami & the Gold Coast, the Darden Club of South Florida, the Miami-Dade Chamber of Commerce and the Brazilian American Chamber of Commerce.

Robert is fluent in Spanish and he joined the firm in 2007.

Ana Maria Martinetti-Katz, MBA, CPA, AIF®

Financial Advisor

Ana Maria is a Certified Public Accountant in the State of Florida and a member of the American Institute of Certified Public Accountants and the Florida Institute of Certified Public Accountants.

She brings years of experience in public accounting to help our clients implement tax efficient investment and retirement planning strategies.

Ana Maria is also an Accredited Investment Fiduciary (AIF®). The designation is awarded to professionals who serve as Fiduciaries to individuals or corporations in the area of investment management and who have demonstrated a high level of integrity.

Ana Maria is a graduate of the University of Miami where she obtained a Bachelors in Business Administration with a major in Accounting. She also holds a Masters degree in Business Administration with a certificate in Personal Financial Planning.

Ana Maria is actively involved in providing charitable organizations such as the United Way , with seminars to teach volunteers and staff members about the importance of investing for retirement.

She is also fluent in English and Spanish.

Ana Maria joined the firm in 2005.

David C. Seiglie

Operations Manager / Chief Compliance Officer

With over 20 years of experience in banking, David joined our team as Operations Manager. His experience includes working directly with regulatory examiners and internal/external auditors as well as developing and implementing disaster recovery plans and operational procedures.

As Operations Manager, David manages and ensures the accuracy of all aspects related to client services including new accounts, account transfers, income distribution, trading, cost basis, and performance reporting. He is also responsible for developing and maintaining strict controls to ensure that clients receive accurate and timely information.

As the Chief Compliance Officer, David is in charge of maintaining reviewing procedure and company policies to ensure that the company and processes are in compliance with rules and regulations set by federal and state regulatory agencies.

David holds a Bachelor degree in Business Administration from St. Thomas University in Florida. David is fluent in English and Spanish.

David joined the firm in 2006.

Brian Thornton, CFP®, AIF®

Financial Advisor

Brian brings 10 years of financial services experience to Investor Solutions in advising clients on asset allocation, investments and retirement planning.

He is a graduate of the University of South Florida where he earned a Bachelor of Arts in Communications. Brian is a CERTIFIED FINANCIAL PLANNER® practitioner and also an Accredited Investment Fiduciary (AIF®). He is a member of the Financial Planning Association and is also a member of the Investor Solutions Investment Committee.

Brian has volunteered in the past with the United Way as a Campaign Manager at his prior firm and is involved in Reclaiming Our Heritage, which is a non-profit historical organization in Tampa, FL.

Brian's previous experience includes serving as a retirement specialist at T. Rowe Price and as a Financial Advisor at both American Express and Raymond James.

Brian joined Investor Solutions, Inc. in 2007.

Lisa Van der Bunt

Client Service Associate

Lisa comes to us from Smith Barney and is a graduate of Florida International University, where she acquired her Bachelor’s degree in Business Administration with an emphasis in Finance.

She is responsible for assisting with the daily operations by providing support to clients and the advisors, including new account applications and transfers, cash distributions, trading and more. She also acts as a liaison between the clients and their custodians.

Lisa joined the firm in 2007

Caroline Wells

Administrative Assistant

Caroline provides the behind the scene support to our Financial Advisors, assisting them with company and client matters such as scheduling, updating client information and coordinating travel arrangements. She is our Ambassador of First Impressions as the first person a visitor meets or speaks to at our office. As part of the Operations Team, Caroline engages in various critical tasks to include trade verification and client distributions.

Caroline earned her Associates in Science degree in Business Administration from Miami Dade College.

Caroline joined our firm in 2007.

Jason Whitby, MBA, CFA®, CFP®, AIF®

Senior Financial Advisor

Jason brings to Investor Solutions more than 7 years in the financial services industry providing financial planning and investment management for high net worth clients and institutions.   His prior experience encompasses security research, portfolio construction, and risk management. Prior to his financial services career, Jason was employed in the semiconductor industry working in engineering, sales and finance.

Jason has a Bachelor of Science in Chemical Engineering from Purdue University and an MBA from Santa Clara University with a concentration in Finance. Additionally, he is a Certified Financial Planning® practitioner as well as a Chartered Financial Analyst®.

Jason is an active volunteer and speaker for the Community Outreach program sponsored by the Financial Planning Association of Miami-Dade. A University of Miami Adjunct Faculty, Jason also serves as a Board Member for the Financial Planning Association and is a member of the CFA Institute.

Jason joined the firm in 2008.