Gregory Medina

Gregory Medina

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.

Registered
 Bi-lingual
Rita Montelongo

Rita Montelongo

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.

 
Laura Battle

Laura Battle

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.

Registered
Emilio Vela

Emilio Vela

Emilio enjoys guiding clients through their financial journey and helping them create actionable steps to reach their goals.
 
Registered
 Bi-lingual
Leslie Drewry

Leslie Drewry

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

Registered
Jack Houseworth

Jack Houseworth

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

Registered

Hilario Pantoja

Hilario Pantoja

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

 Bi-lingual
Michelle Florence

Michelle Florence

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

Kera Hunsaker

Kera Hunsaker

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