Broker Check

As financial advisors in Tampa, FL, we specialize in helping medical professionals fine-tune their financial health and achieve their short, intermediate, and long-term goals.

David Duquette

President

813-956-3633

dduquette@westshorefinancial.com

Meet Dave Duquette, President of Impact Medical Advisors. Dave joined the financial services industry with one mission in mind: to help fix the mistakes of a flawed industry and help people gain control of their finances.

Dave’s passion for getting people out of consumer debt is at the cornerstone of everything he does. When not meeting with clients, he regularly gives presentations on financial wellness at the University of South Florida, South University, University of Tampa, and Barry University. He’s also worked with the University of Florida and the Largo Medical Center Residency Program.

Dave lives in Odessa, Florida, with his wife and two children, Elle and Mason. Outside of work, Dave enjoys spending time with family and friends, playing golf, and motocross racing.

Dave holds his Series 6, 7, 66, and 2-15 licenses.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.

Daniel Stange

Financial Advisor & Director of Operations

(813) 289-3632 x176

dstange@westshorefinancial.com

Meet Dan Stange, Director of Operations at Impact Medical Advisors.

Dan serves as a Financial Advisor to his clients as well as runs our growing operations at Impact Medical Advisors. 

Dan has been in the financial services industry since 2014 and has dedicated himself to learning everything he can about how to effectively plan for clients while delivering a great experience. Dan is passionate about helping clients make the right decisions to meet their short and long-term goals.

Born and raised in Minnesota, Dan now lives in Brooksville, Florida with his wife and two children. Outside of work he enjoys playing basketball, staying active, and trying out new restaurants with his family and friends.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS).

 

Sarah Owens

Client Service Associate

sarah.owens@westshorefinancial.com

Meet Sarah Owens, Client Service Associate at Impact Medical Advisors.  

Sarah is new to the Financial Industry, but she is learning quickly! Prior to her new career in the Financial Services sector, she was in the Advertising Industry for 10 years. In her various roles, Sarah excelled with her Interpersonal and Organizational skills which have allowed a smooth transition into her new role at Impact Medical Advisors.  

Sarah lives in Carrollwood, Florida with her husband (Kevin), three children (Harper, Juddsen, and Blakely) along with her three dogs.  Two of those dogs are Great Pyrenees, and one is a little beautiful blend (you are correct in assuming she is a dog lover!). Through the National Great Pyrenees Rescue, Sarah volunteers and fosters puppies on an as needed basis.  Outside of work, Sarah enjoys spending time with family and friends. She enjoys traveling, hiking in the mountains, camping, live music, playing all sports, especially golf as of late.  Current status of her relationship with golf = Love/Hate!  Lastly, Sarah has dreams of owning a vast plot of land, starting a sanctuary for all animals, and building treehouses and yurts for people to stay on property and enjoy the experience.

Why medical professionals?

Dave’s wife has been an orthopedic PA for over 10 years. Early on in his career, Dave began working with the Florida Academy of Physician Assistants (FAPA) where he helped medical professionals manage their debt and gain financial freedom.

His passion for the medical field grew from there.

At our firm, we have the client—and only the client—in mind.

Today, Dave and his team work with people in all stages of the medical field—from new students with growing student loan debt to retired physicians living off their reward.

As a medical professional, you’ve spent many years perfecting your craft (decades, even). The countless hours you spend in the office leaves you with very little time to dedicate to your financial health.

At Impact Medical Advisors, our job is to alleviate your financial stress and give you confidence so you can get up, do the work you love, and enjoy your time with family and friends.

When you choose to partner with us, you’re choosing a dedicated team of professionals who care about your financial health in the same way you care about your patients’ health.