Meet Our Advisors


Andrew Patrick

Andrew C. Patrick

Wealth Advisor

3430 Southern Trace
The Villages, FL 32162

352-751-2161

apatrick@infinexgroup.com

Broker Check

Expertise

  • Understanding of Financial Markets
  • Retirement Planning
  • Insurance and Investments

Professional Qualifications

  • Florida Insurance License
  • Health, Life & Variable Annuities
  • Series 7
  • Series 65
  • Series 63

Education/Experience

  • Over 20 years as a Financial Advisor
  • Bachelor's degree in Commercial Real Estate/Finance from Florida State University

Interests

  • Spending time with family
  • Hunting and fishing
  • Reading about military history

"I act in the best interest of my clients to meet their financial objectives. My goal is to provide superior service that exceeds their expectations."


 

William Campbell

William S. Campbell, CFP®

Certified Financial Planner

1500 Banderos Avenue
The Villages, FL 32159

352-751-2162

wcampbell@infinexgroup.com

Broker Check

Expertise

  • Investment Advice
  • Wealth Preservation Strategies
  • Retirement Planning
  • Insurance and Annuity Planning
  • Investment Account Management

Professional Qualifications

  • Certified Financial Planner  
  • General Securities Principal
  • Florida Insurance License
  • Health, Life & Variable Annuities
  • Series 7, Series 63, Series 65

Education/Experience

  • Bachelor of Science: Business Administration
  • Warrington College of Business at the University of Florida

Interests

  • Family Outdoor Activities
  • Boating and Camping
  • Adult Soccer Team
  • Avid Runner

"I have over 20 years of experience providing my clients straightforward, objective advice. In today's world, clients are looking for a trusted advisor with answers, not a sales pitch."


 

Scott Dyer

Scott Dyer

Wealth Advisor

1129 Main Street
The Villages, FL 32159

352-751-2160

sdyer@infinexgroup.com

Broker Check

Expertise

  • Retirement planning
  • Insurance and Annuities
  • Mutual Funds
  • Stocks
  • Bonds

Professional Qualifications

  • Health, Life & Variable Annuities
  • Series 7
  • Series 66
  • Series 63

Education/Experience

  • Bachelor's degree in Finance from The University of Florida
  • Member of Alpha Kappa Psi business fraternity

Interests

  • Spending time with family
  • Golf
  • Music
  • Home Improvement
  • Traveling

"Everyone has different financial needs and objectives. I listen to each client and work with them to develop a plan to fulfill their individual needs."


Scott Windsor

Wealth Advisor

1341 Griffin Road
Leesburg, FL 34748

352-259-3204

swindsor@infinexgroup.com

Broker Check

Expertise

  • Investment Management
  • Retirement Income Planning
  • Retirement Planning
  • Life and Long Term Care Planning
  • Legacy Planning

Professional Qualifications

  • Series 7
  • Series 63
  • Series 65
  • Florida Life, Health & Annuity License

Education/Experience

  • Bachelor of Science: Finance
  • Barnett School of Business and Free Enterprise - Florida Southern College
  • Over 20 Years of Financial Services Experience

Interests

  • Family
  • Hiking and Kayaking
  • Exploring Florida and Travel

"I take a holistic view of my client's personal and financial situation. Having a deep understanding of what is truly important allows me to formulate the most appropriate plan. Being a truly objective advisor means that I will always put our clients above all else."


Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Citizens First Wealth Advisors is a trade name of Citizens First Bank. Infinex and Citizens First Bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.