Meet the Team

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

Dave Duquette is President of Impact Medical Advisors and has spent his career helping medical professionals turn high incomes into lasting wealth and financial independence. Dave believes great financial planning is about far more than investments. It begins with understanding how every part of a client's financial life works together- from cash flow and risk management to investments, retirement planning, estate planning, and long-term wealth creation.

One of Dave's greatest passions is financial education. Throughout his career, he has taught medical students, residents, physicians, physician assistants, and other professionals how to make better financial decisions at every stage of their careers.

His philosophy is simple: money should provide freedom, not create stress.

Early in a client's career, that may mean learning how to manage student loans, protect income, avoid lifestyle inflation, automate savings, and begin building wealth. As their career progresses, the focus shifts toward growing and protecting assets, creating financial independence, and designing a retirement strategy that supports the life they want to live.

Dave is particularly passionate about an often-overlooked part of retirement planning: teaching people how to actually enjoy the wealth they've spent decades accumulating. After years of disciplined saving, many successful professionals struggle to transition from accumulating money to confidently spending it. Dave helps clients create a plan that allows them to retire with dignity, spend intentionally, support the people and causes they care about, and enjoy the experiences they worked so hard to afford.

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

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

Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian, AR Insurance License Number - 17147828. CA Insurance License Number - 2124389

Aaron Komarek

813-553-5538

aaron@floridamedicaladvisors.com

Throughout his career, Aaron has focused on helping people achieve their goals. For nearly 30 years, he has worked in various coaching roles, beginning as a fitness and performance coach. He has worked with elite athletes, young athletes, and people from all walks of life.

He later transitioned into the medical device industry, where he coached and supported spine surgeons in the operating room, helping them improve performance and patient outcomes. Aaron now serves medical professionals focusing on their financial health. Implementing the same process that made him so successful in other coaching areas, he helps physicians achieve their life goals by creating financial balance, efficiency, and developing comprehensive plans to optimize wealth while being fully protected throughout life. His methodology is rooted in education, constant communication, and ongoing coaching.

Originally from St. Paul, Minnesota, Aaron moved to Tampa in 1996. Early in his career, he served as a Coach on Tony Dungy’s staff with the Tampa Bay Buccaneers. He also coached with the St. Louis Blues and the University of South Florida. Beyond coaching, Aaron has served as CEO of two organizations, including a tax preparation company, and as Vice President of a medical device distributorship.

Aaron holds two master’s degrees, including an MBA from the University of South Florida. Outside of work, he enjoys coaching and playing ice hockey and training in Brazilian Jiu-Jitsu, where he has earned his Black Belt. He resides in Odessa with his wife, Tara, and their children, Augustus, Jonathan, Cade, and Raegan.

Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian, AR Insurance License Number - 19650266, CA Insurance License Number - 4128343.

George Lymberis

Financial Advisor

813-797-4669

george@impactwealthsteps.com

George Lymberis is a Financial Advisor with Impact Medical Advisors. His mission in the financial services industry is to help medical professionals & individuals organize, simplify, and take control of their financial lives.

A passion for helping clients achieve financial clarity is at the core of everything George does. He takes a relationship-driven approach, working closely with clients to align their financial strategies with their goals and values. Outside of client meetings, George is actively involved in the local business community, networking with professionals and supporting organizations as they work to improve their operations and grow. Coming from a strong Greek heritage, tradition and culture are the cornerstone of his values.

George holds his Series 7, Series 66, and 2-15 insurance licenses.

He lives in South Tampa, Florida with his wife. Outside of work, George enjoys spending time with family and friends, playing golf, and competitive bodybuilding.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian). CA Insurance License Number - 4409814.

Sara Watford

Director of Operations

813-491-8619

sara.watford@impactwealthsteps.com

Sara Watford is the Director of Operations at Impact Medical Advisors and plays a key role in supporting clients, advisors, and the firm's ongoing growth. She oversees client service operations, account administration, and process management, helping ensure a smooth and efficient experience at every stage of the client relationship. Known for her organization, responsiveness, and attention to detail, Sara is dedicated to making complex processes feel simple and manageable.

Sara holds a BA in English Literature and a Florida 2-15 Health & Life Insurance License and is currently working toward her Series 7 registration.

Originally from New York's Adirondack Mountains, she now resides in Odessa, Florida, with her two children and two Rough Collies, Persey and Addison. When she's not working, she enjoys volunteering, spending time with family, and making the most of Florida's sunshine and outdoor activities.

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.

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.