Nancy is retired in 2024 from here position with ProVise Management Group LLC where she she spent the last 24 year’s of her career in Finance.  She is a Certified Financial Planner professional with over 30 years of business and financial planning experience. She graduated from Florida State University and then went on to receive an MBA with an emphasis in finance and accounting from the University of North Carolina at Chapel Hill. Prior to 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 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. She has served on the HEP Board since 2019, and stepped up from Vice Chair to Chairperson in 2025. Nancy is a member of HEP’s Women Who Care Giving Society and a sits on HEP’s Resource Committee and several event committees.  Nancy is active in other and charitable organizations such as, Women in Philanthropy, Pinellas County Estate Planning Council, Morton Plant Mease Health Care Foundation Planned Giving Advisory Council, Empath/Suncoast Hospice Foundation Professional Partners Council, 100 Women Who Care, and Dunedin Fine Art Center Planned Giving Committee.

Nancy lives in Tarpon Springs with her husband Bob, and has one daughter, Kathleen, who is a veterinarian in Savannah, Georgia. Nancy and her daughter are both passionate animal lovers and have fostered kittens for the Humane Society of Pinellas County and the Suncoast Animal League for over five years. Nancy enjoys playing golf, hiking, reading and traveling.

Eric is the President of ProVise Management LLC and joined the group 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 presently serves on the board at The Forman School, a Connecticut college prep boarding school that teaches bright students who learn differently and joined the HEP Board of Directors in 2019. Eric currently serves as HEP’s Vice Chairman and Treasurer. He recently completed a term as a member of the Charles Schwab Advisor Services Advisory Board. He was a gubernatorial appointee and vice chairman of the District 6 Community Health Purchasing Alliance and 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 two 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.

Now retired, Mr. Beauchamp offers an extensive background in the health care industry having served 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, a third generation member of Bouchard Insurance, joined the organization in April 2006.  Prior to our merger with Marsh & McLennan Agency in February 2019, Adam was part of the majority ownership group and Board of Directors of Bouchard.   

Adam’s role with the agency involves working directly with the clients and prospective clients of Bouchard to develop innovative risk management and insurance solutions.   

 Prior to this role, Adam was in the agency’s Marketing Department, where he worked with Bouchard’s many insurance company partners to structure and negotiate coverage for our clients.  Before joining Bouchard Insurance, Adam 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, 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. 

Mr. Biddinger offers an extensive background in the financial industry with over 35 years of experience. He was the founder, Chairman and CEO of Sun Financial, and previously founded and led Sun Financial Group as well as Bay4Capital. Mr. Biddinger has also served as President and CEO to GATX Technology Finance, Inc. and to GE Technology Finance.

As a founder of Kenyon Energy – a provider of sustainable energy services specializing in the development, construction and successful operation of solar facilities across the nation – Mr. Biddinger currently serves as the company Chairman.

In addition, Mr. Biddinger serves as Chairman/Managing Partner of the Biddinger Family Foundation and his family partnership Tomstemark, LP.  He has served as a Board Member to Florida Doctors Insurance Company, CMR Associates, LLC, and Florida Banks, Inc., and is a member of the Society of International Business Fellows (SIBF).

Mr. Biddinger earned his BS in Business Administration from Rollins College, and has three sons.