Meet Our Team

We are a small team of talented professionals with a wide range of skills and experience. We love what we do, and we do it with passion. We look forward to working with you.

David Michelson

In House Agent

David Michelson comes from a military family. His father was a career Army officer and as such, his family lived in many different states. David served in the Army’s famous 82nd Airborne Division.

Before joining JDP Financial Group, David spent his career in education. Drawing from his years teaching in Japan, community college, and public schools, he prides himself on educating people about saving for their needs in retirement. Educators have a heart for helping people, and David enjoys helping people develop a plan that helps them retire with financial dignity. Education and planning go a long way in preparing for retirement, and it is his sincere desire to help people to achieve the retirement of their dreams.

David has been married since 2006 and has two children. His family enjoys spending time at the local Orlando theme parks and have a trip to Germany and Japan in their sights. When he has a moment, David enjoys playing his guitar and singing folk music.

David is available for retirement planning, insurance, and private financial consultations.

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Gilbert Lugo

In House Agent

Gilbert Lugo is a bilingual financial agent, working to assist families and individuals from all economic backgrounds to retire with financial dignity.

Before becoming a financial advisor, Gilbert worked in the Airlines industry related to computers, airport facilities, and automation. He moved to Florida in 1986 and attended Nova University receiving his bachelor’s in science education and minoring in Special Education. Gilbert went on to teaching for 26 years before finally retiring in 2020 and joining our team.

Gilbert has been happily married for 38 years with two kids and four grandchildren. When he is not working, he enjoys traveling. In fact, he has traveled to 27 different countries. He also enjoys exercising and watching economy and market news.

Gilbert is available for retirement planning, insurance, and private financial consultations.

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