Meet The Wisdom Team
At Wisdom Financial Planning, experience matters, but so do relationships, trust, and genuine care for the people we serve. With more than 60 years of combined experience, John Boyer, CFP® and Sarina Correa have dedicated their careers to helping clients navigate life’s financial decisions with clarity and confidence.
Together, the Wisdom Team proudly serves our clients, our community, and generations of families seeking trusted guidance. Whether planning for retirement, navigating change, or building a lasting legacy, we are here to help every step of the way.
John Boyer, CFP®
CEO/PRINCIPAL/OWNERJohn Boyer is a proud Tampa native with over 30 years of experience in the financial industry. His journey began after graduating from the University of Florida, when he joined a large financial firm to work alongside his father, a seasoned advisor with 42 years of investment experience. Those early years were especially meaningful, as John had the opportunity to learn directly from his father, gaining lasting lessons in integrity, building trusted client relationships, and delivering thoughtful financial guidance before his father’s retirement in 1992.
In 1995, driven by an entrepreneurial spirit and a desire to offer transparent, independent advice, John launched his own firm, John Boyer Inc., a fee-based Registered Investment Advisor (RIA) registered with the Securities and Exchange Commission. As a CERTIFIED FINANCIAL PLANNER® professional, John is dedicated to maintaining the highest standards of education, ethics, and client-focused service.
Today, he continues the legacy his father began more than 75 years ago, helping individuals and families plan confidently for the future with clarity, care, and personalized guidance.
Outside of the office, John enjoys traveling with his wife, Tina, and their two sons. You’ll often find him cheering on the sidelines of a lacrosse game or fishing the local waters for snook, redfish, and trout. John values the moments that make life meaningful.
Sarina Correa
CCO/FINANCIAL PLANNERSarina Correa brings a unique blend of compassion, service, and experience to her role as a Financial Planner. After attending University of South Florida, she began her professional career with Hillsborough County Schools before joining our firm in 2001. As she explored opportunities beyond education, Sarina discovered a true passion for helping individuals and families navigate important financial decisions and plan for the future with confidence.
Throughout her career, Sarina has worn many hats, always with a focus on delivering exceptional client service. Today, she plays an integral role in ensuring clients receive thoughtful, personalized support while also overseeing the firm’s compliance and marketing initiatives. Her leadership helps keep the firm forward-thinking, competitive, and connected by leveraging modern tools and technology to enhance the client experience.
Sarina is especially passionate about estate planning and helping Generation X/Y families navigate some of life’s most challenging seasons, including caring for aging parents and managing the financial and emotional complexities that often follow the loss of loved ones. She believes thoughtful planning can provide clarity, preserve family harmony, and protect generational wealth for children and grandchildren.
Sarina has also served on the boards of several local nonprofit organizations, where she developed strong operational, leadership, and fundraising expertise. She enjoys mentoring small business owners, both locally and beyond and helping them build sustainable, profitable ventures.
Outside the office, Sarina enjoys traveling, giving back to her community, making cherished memories with her teenage son, and of course spending time with her beloved dogs.
LORI SEXTON
OPERATIONSLori Sexton joined our firm in 2021 and has been an invaluable part of the team ever since. With a sharp eye for detail and a heart for service, she ensures our operations run smoothly and that client needs are met with efficiency and care.
Before joining John Boyer Inc., Lori served as office manager for a television production company that created programs for Jack Hanna, National Geographic, and Disney. Her career has also taken her into import management and bookkeeping, where she further developed the organizational and financial skills that now support her work with our team.
At the firm, Lori oversees daily operations and provides essential support to both John and Sarina in delivering exceptional client service. Her diverse background and steady leadership help keep our firm running at its best.
Outside of work, Lori is a lifelong learner who enjoys adventure travel with her husband, lending a helping hand wherever she can, and showing love to every dog and cat she meets.
Graham Wilson
INVESTMENT /PLANNING CONSULTANTGraham Wilson is a Tampa Bay native who first joined the team after graduating from the University of Florida in 2005. During his early years with the firm, he played a key role in navigating challenging periods before pursuing new opportunities in finance at his alma mater, where he spent eight years in the Department of Psychiatry.
After returning to the Tampa Bay area, Graham followed in his mother’s footsteps by working for Pinellas County Schools. There, he managed the district’s IDEA grant and oversaw finances for the Exceptional Student Education department. He later transitioned to Moffitt Cancer Center, where he served as a Senior Research Financial Analyst.
In the fall of 2025, Graham reconnected with the team on a part-time basis, supporting software and technology initiatives. It quickly became clear that his expertise and insight were invaluable, leading to his return in a full-time capacity.
Today, Graham brings a unique blend of institutional knowledge and financial expertise to the firm, helping support the planning needs of clients with a thoughtful, solutions-oriented approach.
Outside of work, Graham enjoys spending time on the golf course and cheering on his Gators in everything from football to tiddlywinks. He has also recently caught the travel bug, so you may find him exploring destinations beyond the Bay Area.
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