Nancy retired from her position as Shareholder and CFO of ProVise Management Group, LLC in 2024  after spending the last 24 years of her career in Financial Planning.  She was a Certified Financial Planner professional with experience in estate planning and charitable giving. She graduated from Florida State University and subsequently earned an MBA from the University of North Carolina at Chapel Hill. Before her career at ProVise, she was a Shareholder and Controller for a privately held company in Northern California responsible for accounting, claims, and customer service.

Nancy has served on the HEP Board since 2019 and became Chairperson in 2025.  She is a member of HEP’s Women Who Care Giving Society and is on HEP’s Finance and Resource Committees, and other special event committees.  Nancy is on the Board of Directors for the Morton Plant Mease Healthcare Foundation, where she is involved in several committees and planned giving groups, including Women in Philanthropy.  Nancy is a former member of both the Financial Planning Association of Tampa Bay and served on their Board of Directors for over five years, as well as the North Carolina Certified Public Accountants.

Nancy lives in Tarpon Springs with her husband, Bob, and they have three daughters.  Nancy enjoys playing golf with Bob and her two sisters, hiking, reading, and traveling.

Eric is the CEO of ProVise Management LLC and joined the firm in 2000 after five years managing the financial assets of a Tampa entrepreneur and his family. He has experience in estate planning and charitable giving as well as managing equity and fixed income investment portfolios. A CERTIFIED FINANCIAL PLANNER™ professional, Eric also earned a Master’s in Business Administration from Duke University’s Fuqua School of Business and a BA in Economics from Hamilton College.

Eric joined the HEP Board of Directors in 2019 and currently serves as HEP’s Vice Chairman. He recently completed a term as a Chairman of The Forman School, a Connecticut college prep boarding school that teaches bright students who learn differently.  He has been a member of the Charles Schwab Advisor Services Advisory Board and was a gubernatorial appointee and vice chairman of the District 6 Community Health Purchasing Alliance. In the community, he is a past member of the board of The Spring of Tampa Bay and The Community Foundation of Tampa Bay’s Professional Advisory Committee. He also completed the Leadership Tampa program.

Prior to entering the financial advisory field nearly three decades ago, Eric worked for IBM in San Francisco and Tampa, and was Sports Editor for a Connecticut newspaper. He and his wife, Blythe, live in Tampa with their two sons.

Kevin Barfield is Vice President, Global Equities at Raymond James Financial.  He started at Raymond James as a business analyst intern in 2013. In his current role at Raymond James, Kevin focuses on program management and new product development within the global equity department.  

He earned a bachelor’s degree in Management of Information Systems (2014) and a Master of Business Administration (2021), both from the University of South Florida. 

Kevin was introduced to the Homeless Empowerment Program (HEP) in 2018 by his wife who worked in HEP’s marketing department at the time.  It did not take long before Kevin became invested in the HEP community and passionate about the mission.  In 2023 Kevin joined the HEP Resource Committee. 

A third generation Tampa native, Kevin currently lives in Tampa with his wife and their daughter.  Kevin is an avid outdoorsmen, who especially enjoys traveling with family to national parks, and is a self-proclaimed BBQ pitmaster. 

Now retired, Mr. Beauchamp offers an extensive background in the health care industry having served Morton Plant Hospital and Morton Plant Mease Health Care as President and CEO for over a decade. He led many strategic planning initiatives within the hospital, which allowed the organization to undertake remarkable growth. He also established the Morton Plant Mease Physicians Advisory Council, providing a forum for the hospital and its physicians to discuss future health care challenges as a collaborative team.

In addition to his career with Morton Plant Mease, Mr. Beauchamp was president and CEO of Sarasota Memorial Hospital as well as ImageAmerica, and has served a number of organizations throughout Florida including Ruth Eckerd Hall, American Red Cross of Tampa Bay, the Clearwater Chamber of Commerce and HEP. Mr. Beauchamp held the rank of captain in the U.S. Army Medical Service Corps.

Mr. Beauchamp holds a Bachelor’s Degree from the University of Rhode Island. He earned a Master of Hospital and Health Care Administration from the University of Minnesota where he received the American Surgical Trade Association Award for highest academic average in Public Health.

He serves on the following HEP Board committees: Executive, Quality & Outcomes, and Resource Development. He is an active member of his church and enjoys spending time with his family.

Adam is a Senior Vice President at Marsh McLennan Agency (MMA), an insurance agency providing business insurance, employee health & benefits, retirement, and private client insurance solutions to businesses and individuals.  Prior to merging with MMA in February 2019, he was a third generation member and part of the majority ownership group and Board of Directors of Bouchard Insurance.

 

Adam’s role with the agency involves working directly with the clients and prospective clients of MMA to develop innovative risk management and insurance solutions.  Before joining Bouchard Insurance in 2006, he worked in the banking industry with AmSouth Bank in Jacksonville, Florida, where he specialized in consumer lending.

 

Adam earned a Bachelor of Science Degree in Business Administration from the University of Florida in 2004, and has since earned the professional insurance designation of Accredited Advisor in Insurance (AAI).  He is currently working towards the completion of his Chartered Property and Casualty Underwriter (CPCU) designation.

 

Adam is a board member and strong supporter of The Homeless Empowerment Program (HEP) in Clearwater, and is a graduate of Leadership Pinellas.  He is active and involved in several trade associations that support the interest of our clients in both the PEO and the nonprofit industry.  A native of Pinellas County, Adam currently lives in Clearwater with his wife Amy and his two daughters