Our Qualifications

 

Our team has worked with the ownership of small- and medium-sized businesses, their senior managers and key associates since 1968.

Each of our associates has professional education, training and experience; it is this "three legged stool" we feel will make your experience with our firm a positive one.

 

 



  • Second generation family business

  • Our team includes a Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC)

  • Reputation for state-of-the-art uses of insurance and other products

  • Experienced staff dedicated to serving you

  • Brokers using only the top rated providers

  • We utilize the latest technology maximizing communication and customer service

  • We've served as leaders in our community including father... then son as President of the local Chamber of Commerce, Director of Kiwanis Club, President of Rotary Club, Speaker Pro Tempor of the FL House of Representatives, Toastmasters, President of SE Volusia Leadership group and many others.

  • Veterans of the US Marine Corp and US Army



We’re looking forward to using our experience and integrity to help you pursue your individual and corporate financial goals.