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Our Team

 

Putting People First

We are a holistic financial services firm committed to helping you reach toward long-term financial success.

With decades of experience, our team thrives on putting our clients’ needs first. We spend our time getting to know the individuals that walk through our door or give us a call. Our success begins with the people we work with and that starts with putting them first.



Who We Are


R. Vaughn Poppell, CPA Photo
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R. Vaughn Poppell, CPA

Financial Advisor/CEO

R. Vaughn Poppell, CPA

Financial Advisor/CEO


Phone: (850) 668-3885
Email: vaughn@poppellfinancial.com


Vaughn is a fourth generation Tallahassean and owner of Poppell Financial Group, LLC. He graduated from Florida State University in 1989 with a double undergraduate degree majoring in Accounting and Finance and later achieved a Master of Accounting with a concentration in Tax. He obtained his Certified Public Accountant (CPA) license in 1993. Vaughn has been a registered representative with Voya Financial Advisors since 1995 and is currently an Investment Adviser Representative. Mr. Poppell is registered to sell general securities, licensed to sell a variety of insurance products, real estate and give financial advice in Florida and Georgia and many other states. He maintains the Series 7, 24, and 66 Securities Registrations.

Mr. Poppell is married and has five children and is very active in his church as well as with educational classes at Tallahassee Community College and Florida State University. He has been affiliated with the American Institute of Certified Public Accountants and the board of directors for the National Association of Investors Corporation, the Timberlane Church of Christ Preschool and Raintree Village.

Getting Started With Vaughn Is Simple

Voya’s Digital Adviser offers interested investors easy access to an innovative online platform. Simply open an account to get started, or give us a call to set up an appointment.

Voya Digital Adviser

Open an account with just
$5,000


*Tax and real estate services provided by R. Vaughn Poppell, CPA and Poppell Financial Group, LLC.  Voya Financial Advisors does not provide tax and real estate services.

Sheri Belt, CRC® Photo
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Sheri Belt, CRC®

Investment Professional

Sheri Belt, CRC®

Investment Professional


Phone: (850) 668-3885
Email: sheri@poppellfinancial.com


Sheri has been in the financial services industry since 1998 having previously worked for Empower Retirement. She focuses on the State of Florida Deferred Compensation Plan which she continues to do today. Sheri also works with Florida State University employees eligible for the Optional Retirement Plan.

Sheri is a Certified Retirement Counselor and holds the FINRA Series 6 and 63 registrations. She also has her Florida Life Insurance and Variable Annuity license.

Residing in Tallahassee with her husband, Frank, of 34 years and their black lab, Macy, Sheri also services the area.

Scott Blincoe Photo
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Scott Blincoe

Financial Advisor

Scott Blincoe

Financial Advisor


Phone: (407) 574-4994
Email: scott@poppellfinancial.com


Scott has lived in the Central Florida Area since 1985 and is a graduate of the University of Central Florida.  He began his career in financial services in 1999 with American Express.  He joined Nationwide Financial in 2004 and was part of the pilot program to bring full brokerage services to Nationwide agents.  During Scott’s time with Nationwide, his focus turned to helping clients develop their retirement needs through comprehensive financial planning.  Scott also began to assist businesses of all sizes assess their retirement needs while managing retirement plans in four different states.

Scott joined the Poppell Financial Group, LLC, in 2018 to continue his career of building relationships with individuals and helping them write their financial story while working with businesses to get the most out of their retirement and benefit services. He services the Central Florida Region, which includes Gainesville, Ocala, Daytona Beach, Orlando, and the Space Coast, from the Lake Mary office.

Scott is an Investment Adviser Representative with Voya Financial Advisors and holds the Series 7, 63, and 65 securities registrations.  He is licensed in multiple states to sell general securities as well as life, health, and annuity products. 

Al Bunner Photo
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Al Bunner

Financial Advisor

Al Bunner

Financial Advisor


Phone: (850) 668-3885
Email: alb@poppellfinancial.com


Al Bunner has been with the firm since April 2011. He has been in the financial services industry since 2007, having previously worked with Edward Jones and Waddell & Reed.  

Al is an Investment Advisor Representative with Voya Financial Advisors, Inc. and focuses on the State of Florida Deferred Compensation plan, general securities, insurance products and financial services.  He maintains the FINRA Series 7 and 66 securities registrations, and the Florida Life, Health, and Variable Annuity license.  

Al services the Tallahassee and eastern panhandle of Florida.

Mary Graham Photo
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Mary Graham

Chief Operating Officer

Mary Graham

Chief Operating Officer


Phone: (850) 668-3885
Fax: (850) 668-3891
Email: mary@poppellfinancial.com


Mary Graham joined the financial services industry and the firm in August, 2005. She handles all compliance reporting and back office duties.  

Mary also manages the income tax preparation unit having previously worked for H&R Block and Jackson Hewitt.  

She maintains the Series 6 and 63 securities registrations, and the Florida Life, Health and Variable Annuity license.

Madelaine Colwell Photo
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Madelaine Colwell

Director of First Impressions

Madelaine Colwell

Director of First Impressions


Phone: (850) 668-3885
Fax: (850) 668-3891
Email: maddy@poppellfinancial.com