Meet the Merritt Island branch
Shore to Summit has a branch located in Merritt Island, FL. Meet our associates and get in touch using the contact information listed below.
- 262 E Merritt Island Causeway, Suite 3
Merritt Island, FL 32952
Darlene joined Shore to Summit Wealth Management, LLC in April 2023, after more than 40 years in the financial services industry, most recently as President of Perna Financial Group, LLC in Merritt Island, Florida. During her career, she has acquired the designations of Accredited Asset Management Specialist(SM) and Certified Retirement Counselor®.
Her mission has always been to provide every client with targeted, comprehensive financial advice and portfolio management, delivered with the highest level of personal service and professional integrity. She has enjoyed an amazing journey right by the side of her clients, being their advisor, their advocate, and their partner…a part of their team with the same eagerness to help achieve their life goals.
For many years, Darlene had been an active member of the Merritt Island Chapter of Kiwanis International, which is an organization dedicated to serving the needs of the children in the local community.
Brevard County, Florida has been her home for the past 33 years where she lives with her husband James of 45 years. She enjoys reading, long walks, golfing, and spending time with her family of two grown children, their spouses, and her four grandchildren.
Senior Vice President
Prior to joining Shore to Summit, Chris served as the Divisional Sales Head for the Southern Division at Janus Henderson Investors. In this role, he was responsible for overseeing all field sales for broker-dealers and registered investment advisors in the mutual fund, separately managed account, exchange traded fund and retirement plan markets. Prior to joining Janus in May 2012, he was a Vice President and Regional Sales Director at Cohen & Steers Capital Management, Inc. During his 24 years in the financial industry, Mr. Fiacco has also worked at BlackRock, Lord Abbett and New York Life Investment Management.
Before coming into this industry, Mr. Fiacco served as an officer in the United States Marine Corps. During his eight years on active duty, he earned the military occupational specialty of infantry officer and was later hand-picked for highly competitive assignments such as Reconnaissance Platoon Commander and Instructor/Company Officer at the United States Naval Academy. Outside of work, he cofounded and currently serves as the President and Treasurer of QG Community Charities, a nonprofit that fundraises to support organizations in the Baltimore metropolitan area that provide critical life-changing services to vulnerable individuals and families.
Mr. Fiacco resides in Bel Air, Maryland with his wife and five children. He is a thirteen-time Ironman triathlon finisher, an avid snowboarder and has recently become a huge boating enthusiast. He holds a Bachelor of Science degree in Biology from Worcester State College and FINRA Series 6, 7, 24, 63 and 65 security licenses.
Heather began her career in banking, and later transitioned to the investment industry. She brings over 9 years of experience to the team and has dedicated that time to making sure clients have the highest quality service experience. She is a registered representative holding her Series 7 License, and currently working on becoming fully licensed.
She holds a bachelor’s degree in finance from the University of Central Florida. Her strengths include providing financial support and cultivating lasting client relationships. Heather takes pride in her Client First attitude and strives to always provide high-value service. Being raised in a small rural town, Heather has seen firsthand the impact finances have on a person’s quality of life. This motivates her to connect with clients and help them achieve their life goals.
When Heather is not assisting clients, she spends her free time offshore fishing, golfing and tinkering in the garage with her Corvette.
James jumpstarted his career in the financial industry in 2020, where he worked for Merrill Edge. While at Merrill, he held various roles including Financial Service Representative, Investment Consultant, and most recently, a Financial Advisor. Joining the Shore to Summit WM team in the spring of 2023, James is dedicated to serving our clients, and assisting them to achieve the financial lifestyle they are looking for. By gathering financial information needed to complete the investment planning process, James will work diligently to help you achieve your goals, in and out of retirement. James also holds his Series 7 and Series 66 licenses.
With a passion for all things math, and a brain always calculating, James graduated with a degree in Mathematical Economics from High Point University. He currently resides in Melbourne, Florida. In his free time, James can be found getting creative in the kitchen, whipping up delicious recipes. He also loves to travel, and is an active sports lover.