Your Financial Advocates

Coming from a family that didn't have knowledge of retirement savings, Gregory can relate to clients and help them prepare for their financial goals and overall financial success. Gregory's passion is helping others and is eagerly waiting to help you.

Rita has the great privilege of being a mom to 2 amazing girls, she is a hardcore fan of the Tampa Bay Lightning “Go Bolts”! Rita enjoys helping participants learn about their retirement plans and the benefits they have to offer.

 Bi-lingual

Laura enjoys using her industry knowledge to help clients figure out what they personally need to make sure they and their loved ones are financially prepared. Laura also looks forward to communicating and educating clients so they can feel more confident and in control of their financial life.

Leslie enjoys answering questions about retirement in a way that is approachable and easy for clients to understand.

Jack is passionate about assisting clients reach their retirement goals so they can retire with dignity, on their terms.

Registered

Hil enjoys engaging clients with their retirement roadmap, including other aspects of their financial life.

Michelle enjoys empowering participants to conquer their financial goals through education.

Kera enjoys breaking down tough financial concepts into accessible terms to help participants take charge of their financial future. 

Daniel utilizes his experience gained from working in the Financial Services Industry to help customers better prepare for retirement, and knows that helping customers achieve their financial goals is a win-win situation for all.

Jennifer is based out of Florida where she loves to spend time outdoors with her dogs. She believes that the best part of her role is educating and empowering individuals to help them feel confident about financial planning.