CEO & Senior Advisor
President & Senior Advisor
Chief Operating Officer
Financial Advisor
Director of New Business
Director of Business Development
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...
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...
Financial Advisor
Scott, originally born in New Jersey, has lived in Southwest Florida since 1985. Previously, Scott was a small business...
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...
Director of Business Development
Wendi is an avid reader and lover of storytelling, turning that passion into a career focusing on brand awareness and...