Jeff Tamas headshot
CEO & Senior Advisor

Jeff was born and raised in a small town in Upstate New York. He has lived in Southwest Florida since 2011 and is...

Corey Cyr headshot
President & Senior Advisor

Corey was born and raised in a small town in Maine. He has been a Florida resident since 2006 in Charlotte and Sarasota...

Chief Operating Officer

Amy was born in Connecticut but moved to Florida at a young age.  She is happily married to her high school sweetheart...

Scott Long headshot
Financial Advisor

Scott, originally born in New Jersey, has lived in Southwest Florida since 1985. Previously, Scott was a small business...

Deb Goolic headshot
Director of New Business

Meet Debra, a passionate team member born in New York and raised in Florida. Debra has worked in the insurance industry...

Wendi Nicholson headshot
Director of Business Development

Wendi is an avid reader and lover of storytelling, turning that passion into a career focusing on brand awareness and...